Can I create one success plan template that would work across all accounts or do I have to create individual ones per account?
Thanks!
Question
Success Plans
+9They will be available across all accounts :-) You can limit them to just a certain type of Success Plan if you like. Documentation here: https://support.gainsight.com/Gainsight_NXT/Success_Plans/Success_Plans/User_Guides/Create_Success_Plan#Apply_Template_to_Customer's_Success_Plan
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