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Gainsight Employee ⭐️
nheller
Gainsight Employee ⭐️
May 8, 2023

Allow more flexibility when assigning Success Plan Templates to Success Plan types

  • May 8, 2023
  • 1 reply
  • 47 views

Currently in Success Plan templates when you create or edit an existing template, you can assign to all success plan types, or a single success plan type. 

 

It would be helpful if you could assign this to multiple success plan types (multi select) instead of all. 

    1 reply

    P
    Pandrade
    Contributor ⭐️⭐️
    May 8, 2023

    We are creating several new SP templates, and some of them apply to more than one type, but not all types. Currently we need to duplicate several templates to be able to assign them to each specific type, and being able to assign a template to multiple types (but not all of them) would be very helpful.

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