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andrew_biehle
Gainsight Employee ⭐️
Gainsight Employee ⭐️
October 29, 2018
Open

Have the ability to clone success plans.

Related products:CS Success Plans & Customer Goals
  • October 29, 2018
  • 32 replies
  • 756 views
It would be cool to have the ability to clone a success plan and then manually assign that plan to either the account that you clone the success plan from or to a totally separate account. You could use this if you manually create a success plan and like the layout but your use case isn't valid enough to create a whole rule around it.

    32 replies

    gunjanm
    Expert ⭐️
    November 4, 2021

    This is an IMMENSE need for us.

    Gunjan
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    November 4, 2021

    Kinda seems odd that this doesn’t already exist honestly. Would definitely help our teams be more efficient.