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Switch Success Plans between Relationship Types

  • November 13, 2017
  • 0 replies
  • 5 views

marie
  • Gainsight Employee ⭐️⭐️
This is minor but it would be really excellent to switch Success Plan Templates b/n relationship types after creation. I’m usually a template and 5 - 6 objectives in before I realize I’m building on the wrong relationship type :(