Skip to main content
ellenoangieslistcom
Contributor ⭐️⭐️⭐️⭐️⭐️
Oct 13, 2015 1:27 PM UTC

Success Plans via Rules Engine

It would be great to get the ability to create a success plan by running a rule in the rules engine.  If we could create success plan templates in a similar way as how we create playbooks and then apply that template to the rules engine logic it would allow us to use success plans in a large scale atmosphere.  Right now, individuals are creating their own but it is hard to track as there are no standard parameters.

    11 replies

    nitisha_rathi
    Expert ⭐️⭐️
    Mar 7, 2017 6:06 AM UTC
    Hi Lane,

    Yes, create success plans action is available in rules engine. 
    Translate