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Oct 19, 2022 4:39 PM UTC
Question

Manually Trigger Success Plan

How would I manually trigger a success plan? 

1 reply

matthew_lind
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Oct 20, 2022 1:35 PM UTC

@MelissaC Maybe you can share more context, or what you’re trying to accomplish?

In the meantime, you can indeed create a Success Plan manually. This will require more steps and clicks from your CSM team than if you create them by automation via a Bionic Rule, but it can be done.

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