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Assign Success Plans to User Groups

Related products:CC Users & Roles
  • March 27, 2024
  • 1 reply
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With a pooled success model, we would like to be able to assign Success Plans (for feature onboarding, feature adoption, set up needs, etc) to our user group of Pooled Reps in a round robin style as we are able to with CTAs today.

1 reply

  • Product Manager
  • March 30, 2026
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