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jessica_hall
jessica_hall
Contributor ⭐️⭐️
September 27, 2017
Question

Success Plan Creation in Bulk?

We are trying to encourage adoption of one particular Success Plan for our CSMs across of their customers. We feel it might be helpful to auto-create this certain Success Plan for them in all of their existing C360 views. Is this possible currently, or will it ever be possible?

Thanks!

    2 replies

    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    September 27, 2017
    Hi Jess, 

    You can create success plans using the Rules engine based on any set of automated criteria. More info here: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/13_...

    Is this what you had in mind?
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    VP of Customer Success at Forcepoint
      jessica_hall
      jessica_hallAuthor
      Contributor ⭐️⭐️
      September 27, 2017
      Music to my ears, thanks, Dan!
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