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
Ability to export Success Plans via excel
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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