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!
Question
Success Plan Creation in Bulk?
+2Hi 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?
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?
VP of Customer Success at Forcepoint
Music to my ears, thanks, Dan!
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