I am developing Success Plans for the CSM team and realize when they have a plan assigned to them they have to fill out description, highlights & action plan. Is there a way to add default text to these plans so they don’t need to fill this out each time? I am only able to edit the title. I do realize I can delete these and replace them with custom fields which may be the work around but before I do all that wanted to check here first.
Thanks!
