Question

Success Plans

  • 27 September 2022
  • 1 reply
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Can I create one success plan template that would work across all accounts or do I have to create individual ones per account?

 

Thanks!


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Userlevel 7
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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

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