Success Plan Parity

Within playbooks it has the very amazing ability to clone a playbook from the global level to the Company or relationship level and vice versa.

It even gives you the ability to change the CTA type incase you need to move it.

Success Plans has nothing like this. You can’t clone or move templates. At the enterprise level I could have 4 different rel types that are security related and a bunch of different other products. If I am trying to keep things out of view/segmented and bring on another security product I have to manually create all the templates for my security product for my brand new one.