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New Idea

Add a reports tab to success plans

Related products:CS Success Plans & Customer Goals
  • May 12, 2026
  • 1 reply
  • 14 views

nmills2121
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We are having our team do onboarding via success plans, and we keep finding that there is a lot of information that we would like to exist on the success plan. Some of which is stored in tables and not just one field. We would love it if there was a way to add a tab and add reports associated with the company onto the success plan.

1 reply

zach_davis
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  • Helper ⭐️
  • May 12, 2026

@nmills2121  This is coming up with us as part of scoping for bringing our onboarding team over to Success Plans!