We have a large number of existing Success Plan templates that currently live in Google Sheets, and these templates all pertain to various strategies and recommendations we could be working on with a customer, depending on their specific needs. The CSM is intended to compile any number of these templates based on what the customer needs to focus on into a singular template. Due to the large number of templates we would have, it would be tedious for the CSM to have to scroll up and down a long list of templates in the Success Plan UI.
I would like to suggest the idea of including a search function within the template selection picklist for easier and faster searching.
