Our business has a self service model for downmarket plans and our implementation team typically contacts the customer within 1 hour of a customer being marked “closed won”. We want our onboarding team to use Success Plans because of external sharing but I’m wondering if there is a way we can ensure only 1 onboarding success plan is created per customer.
Due to the quick turnaround time I want to run a Cron and have the rule pushing every 2 hours (which I understand is the quickest turnaround we can setup within GS). The only issue here is if I filter customers who are marked as “closed won” by [Subtract N days from Rule date = 0 / Rule date] then it will create 12 Success plans for that customer throughout the date of the rule because there is no way to create a unique Success Plan in the same way that you can for a CTA.
Curious if anyone has found a workaround for this or if this tool was really built with daily updates in mind.