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michael_sweeney
Helper ⭐️
Dec 9, 2021 7:28 PM UTC
Question

Configure Success Plan Overview Section

 

Hey team,

 

Speaking with a customer today and we would like to know if configuring the Overview Section of a success plan is something that may be on the roadmap?

 

 

 

1 reply

sjoshi
Contributor ⭐️⭐️
Dec 10, 2021 5:47 AM UTC

Hi Mike,

Thank you for posting this. This will be useful as there is a bunch of information that can be added to Success Plans, but a few crucial fields can be added to the overview panel so that they can be accessed even when scrolling down

Thanks,

Soumitra

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