Released
Customer Success Plan Edit Functionality for External User
Success Plans are a great way to track where you are at on a project. My team feels that if the success plan were more interactive they could get better updates from the customers that they are working with. The goal would to be to share Success Plan portal for a specific customer to a group of users. This would then allow them to create new success plans and reprioritize existing success plans. It also would give them the ability to check things off in specific Success Plans