Product suggestion: Ability to copy success plan templates

Forum|Forum|9 years ago
May 24, 2017
5 replies
61 views

I'd like the ability to version my success plan templates. It would be easier to do this if I could duplicate templates instead of having to rebuild them. I try to improve our workflows as often as I can and am looking to create a structure around that.

nitisha_rathi

Expert ⭐️⭐️

Hi Scotty,

We are planning to add the capability to clone a success plan template. ETA to be decided.

Thanks,
Nitisha

reneehouse

Contributor ⭐️⭐️⭐️⭐️⭐️

+1 for this feature. I have to make multiple Success Plan templates for different Relationships and sometimes the differences are minimal. The ability to clone Success Plan types and templates within a Relationship and between two different Relationships would be a Gainsight Admin time saver!

Renee House