I have a two sets of ten accounts that require Success Plans, each with the same information. I would like to ability to create one Success Plan with all the common fields, then export it and import it into as many new records as I need to.
My Gainsight Admin tells me this is not possible today with Gainsight NXT and that it would need to be a product request.
It would save me hours upon hours of endless copy/pasting the same information into different records over and over again.
I used this feature with BMC’s Remedy product when I was a Remedy Admin back in the 1990’s (ssssshhhhh).
Thank you for your consideration.
As an alternative, a personal Template would be able to accomplish the same task. My Admin tells me that Templates are Global and we do not have the option to create individual customized Templates for individual users. Thanks.
Hi
Cloning success plan and success plan template is in medium term roadmap. Will ability to clone solve the problem? Let us know if you see any challenges