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Add Timeline to the content shared using Success Plan Sharing; a shared space for meeting notes, recordings and progress updates

  • August 3, 2022
  • 0 replies
  • 13 views

bradybluhm
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I would like my Success Plan timeline items to be included in the content I can “Share” with my customers.

  • This would allow me to keep meeting notes and gong recordings of my cadence calls in a space where my customers can revisit it, as needed.
  • It would be useful to review as a “What have you done for me lately” motion.
  • It would create a common workspace that Updates could be made and shared on progress, by us and by the customer.