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jessica_hall
jessica_hall
Contributor ⭐️⭐️
September 27, 2017
Question

Success Plan Creation in Bulk?

  • September 27, 2017
  • 2 replies
  • 46 views
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?
    VP of Customer Success at Forcepoint
      jessica_hall
      jessica_hallAuthor
      Contributor ⭐️⭐️
      September 27, 2017
      Music to my ears, thanks, Dan!
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