Skip to main content
andrew_cummins
andrew_cummins
Helper ⭐️
Jul 17, 2019 7:27 PM UTC

Smartsheet vs Success Plans

The one thing that is preventing us from moving over to Success Plans completely vs Smartsheet is the ability to see quick view details at the task level. ESPECIALLY when the ability to collaborate with customers comes soon it will be a pain for customers as it is for CSMs to have to click into each task to get a view of what it is all about instead of giving me the ability to show some "quick view" details like the main CTA does (See photo below)



    3 replies

    darkknight
    darkknight
    Expert ⭐️
    Jul 17, 2019 7:38 PM UTC
    Love this idea. We aren't using SPs yet either, but starting to look into incorporating them.

    Translate
    Jeff Kirkpatrick
      andrew_cummins
      andrew_cumminsAuthor
      Helper ⭐️
      Jul 18, 2019 9:20 PM UTC
      Yes, we have been in transition from Smartsheet and this is a big headache for our CSMs and efficiency loss.

      Translate
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      Jul 22, 2019 6:37 AM UTC
      Hi Andrew, Thanks for sharing the valuable inputs, redirecting this to our product team and UX team.

      @All, please like or follow to increase the priority of the road-map.

      Translate
        Terms & ConditionsAccessibility statement