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.