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joe_difilippo
joe_difilippo
Contributor ⭐️⭐️⭐️⭐️
June 28, 2019

Ability to export Success Plans via excel

  • June 28, 2019
  • 2 replies
  • 56 views
Submitting a feature request to export Success Plans via Excel on behalf of my team:

Business case: CSMs will like a way to share the details of the plan without showing completed tasks, maybe edit what is shared with a customer, share internally only relevant tasks or objectives with say Support….etc

      2 replies

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      July 15, 2019
      Hi Joe,

      Have you tried using the external sharing of success plans (i.e share a success plan as a link). With that you can choose what objective are visible to the customer.

      If that doesn't work another option might be to create a report with all the details you need & export it via csv/excel.

      Let me know if that helps

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      August 22, 2019
      @joe_difilippo remainder to view the comments shared by @aditya_marla

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