Question

Success Plans

  • 27 September 2022
  • 1 reply
  • 16 views

Userlevel 2

Can I create one success plan template that would work across all accounts or do I have to create individual ones per account?

 

Thanks!


1 reply

Userlevel 7
Badge +3

They will be available across all accounts :-) You can limit them to just a certain type of Success Plan if you like. Documentation here: https://support.gainsight.com/Gainsight_NXT/Success_Plans/Success_Plans/User_Guides/Create_Success_Plan#Apply_Template_to_Customer's_Success_Plan

Reply