Success Plan template

  • 27 April 2022
  • 1 reply

Userlevel 1
Badge +1

There isn’t any option for archiving the Success plan templates. In NXT as as workaround we can mark them as inactive, that would make them not show up in the available Template list but there isn’t  any option to mark the templates inactive in SF version of Gainsight.

It would be great to have an option of archiving Success Plan templates or atleast making them inactive in the SF version of Gainsight.

1 reply

Userlevel 7
Badge +2

Moved this discussion to the ‘Other CS features’ section.

cc @Anil Raj Pujari