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susan_fuleihan
susan_fuleihan
Contributor ⭐️
Mar 12, 2019 5:42 PM UTC
Solved

Can I add attachements to a success plan

Is it possible to added attachements to a success plan? I'm trying to add powerpoint slides or an excel spreadsheet? Thanks Susan

    lila_meyer
    lila_meyerAnswer
    Gainsight Employee ⭐️⭐️⭐️
    Apr 12, 2019 6:13 PM UTC
    I'm pretty sure attachments are not supported in those SP fields, but there's a hyperlink option.

    Lila Krutel, Dir. Global Education Services
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    4 replies

    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Apr 11, 2019 7:08 PM UTC
    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?

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    Lila Krutel, Dir. Global Education Services
    susan_fuleihan
    susan_fuleihanAuthor
    Contributor ⭐️
    Apr 12, 2019 6:10 PM UTC
    Hello

    My customer was trying to see if you could add attachment through here:



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      susan_fuleihan
      susan_fuleihanAuthor
      Contributor ⭐️
      Apr 12, 2019 6:11 PM UTC
      @lila_meyer - Thanks for the update - I included a screen shot with comment - Thanks Susan

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      lila_meyer
      lila_meyerAnswer
      Gainsight Employee ⭐️⭐️⭐️
      Apr 12, 2019 6:13 PM UTC
      I'm pretty sure attachments are not supported in those SP fields, but there's a hyperlink option.

      Translate
      Lila Krutel, Dir. Global Education Services
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