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Manually Trigger Success Plan

  • October 19, 2022
  • 1 reply
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How would I manually trigger a success plan? 

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matthew_lind
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  • October 20, 2022

@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.