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bradley
Expert ⭐️
August 27, 2024
New Idea

360 in Sidebar - Create Success Plan

Related products:CS C360 & R360 & P360
  • August 27, 2024
  • 0 replies
  • 32 views

Allow users to create success plans from the 360 compact layout.

I’m on the Success Plan tab and there’s no option:

 

Instead, you have to expand it to get the option: