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Contributor ⭐️⭐️⭐️⭐️⭐️
Sep 27, 2022 8:23 PM UTC
Question

Success Plans

Can I create one success plan template that would work across all accounts or do I have to create individual ones per account?

 

Thanks!

1 reply

seth
Expert ⭐️
Sep 30, 2022 4:04 PM UTC

They 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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