When creating a success plan, no easy way to navigate back to customer profile

  • 12 April 2022
  • 0 replies

Feedback from out team:

When creating a success plan, there is no way of navigating back to the customer profile, which is very time consuming as we have to navigate back to the customer profile in case further information is needed. Would be amazing if there was an option to allow us to jump back and forth more easily

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