I am in the process of creating a success snapshot. I am having some issues when it comes to the slides and how the success plan template from Gainsight fits into the success snapshot. Issues are listed below
1. Sorting of slides ( Gainsight Template for success plan)
Currently shown in alphabetical order, are there any plans to have the option to sort the slides based on the objectives?
2. Plan Owner Image - is there a way to have the CSM salesforce image populate in there based on the person exporting the snapshot?
New Idea
Objective Order on Success Snapshot Template
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