Currently when sharing a success plan the sharing process has to be initiated. In the future it might be nice to have the ability to share a success plan on some sort of schedule that way you don't have to manually start the process.
Auto Share Success Plans.
+3
LOVE THIS! We should do this!!
Hi Andrew,
Thanks a lot for sharing this. Do you share your success plans internally / with customers (and at what frequency)? Would having the ability to distribute a success plan via JO help?
Do the recipients of the email generally remain the same or change over time?
Regards
Thanks a lot for sharing this. Do you share your success plans internally / with customers (and at what frequency)? Would having the ability to distribute a success plan via JO help?
Do the recipients of the email generally remain the same or change over time?
Regards
+5A use case here would be customer onboarding using Success Plans -- be able to share out the plan weekly would be beneficial for the customer and onboarding teams, especially if task/objectives are assigned to the customer
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