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
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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
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
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