Multiple Success Plans per Snapshot
CS Success Plans
Team,
It has come to my attention via the support channel that it may be beneficial to apply multiple Success Plans for one customer into one Success Snapshot so that the PPT can have multiple slides that cover each Success Plan for that particular customer.
Are there any technical limitations or drawbacks to implementing this?
Thanks!
Josh
It has come to my attention via the support channel that it may be beneficial to apply multiple Success Plans for one customer into one Success Snapshot so that the PPT can have multiple slides that cover each Success Plan for that particular customer.
Are there any technical limitations or drawbacks to implementing this?
Thanks!
Josh
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One thought to keep in mind is that some success plans might be internal and not intended for customer facing (like turning around an 'at risk' account). If we provide this capability we should provide a way to filter out some success plans.
Maybe a multi-select where the user could select which success plans to include in the export at the time of export?
Thanks for bringing this up, happy posting!
Now, you can add Success Plans to Success Snapshots in NXT Edition as well. Please find the doc link here.