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Question

Configure Success Plan Overview Section

  • December 9, 2021
  • 1 reply
  • 25 views

michael_sweeney
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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
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  • Contributor ⭐️⭐️
  • 8 replies
  • December 10, 2021

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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