Is it possible to added attachements to a success plan? I'm trying to add powerpoint slides or an excel spreadsheet? Thanks Susan
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Hi Susan, Sorry for the delay here! I might need more info about what you're trying to do. Are you trying to add attachments to an individual customer's Success Plan? If so, that's possible in the individual CTA Objectives.
Or did you mean you want to add attachments to SP templates?
Or did you mean you want to add attachments to SP templates?
Hello
My customer was trying to see if you could add attachment through here:
My customer was trying to see if you could add attachment through here:
I'm pretty sure attachments are not supported in those SP fields, but there's a hyperlink option.
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