Customizing columns in success plans
It was mentioned to me by a customer today that it would be helpful to allow the columns shown in Success Plans to be customized.
The use case is that they would sometimes like to share the screen with their customer to review status on various objectives but they don't want to share the health score or ARR with the customer as not all customer participants should see this information.
I know that we can modify columns in Cockpit, but is there a way to change what is shown in the columns in success plans?
The use case is that they would sometimes like to share the screen with their customer to review status on various objectives but they don't want to share the health score or ARR with the customer as not all customer participants should see this information.
I know that we can modify columns in Cockpit, but is there a way to change what is shown in the columns in success plans?