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duplicate success plan types/templates

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matthew_lind
pgeorge
Revant_Amingad
Molly.McQ
Kenneth R
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cameron_wright
I have a customer that would like to duplicate / copy success plan types and templates.

They have some intricate types and templates that would take some time to duplicate so they would like the ability to clone these.

2 replies

bharland
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  • Contributor ⭐️⭐️
  • 4 replies
  • May 9, 2019
Thanks Cameron!


faust_belarmino
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Wow! I think I've found three posts about cloning success plans! haha

If you haven't already, let's upvote this one since it has the most:

https://community.gainsight.com/conversations/ability-to-clone-success-plan-5bc73e1ae4b04588aaf86c36?filterBy=all&page=2


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