Success Plans- Attaching external documents

Related products:CS Success Plans & Customer Goals

Forum|Forum|10 years ago
September 21, 2016
16 replies
175 views

Success Plans are going to be a big part of how we use Gainsight. From speaking to our project manager, there doesn't seem to be a function to upload external documents to your success plan. This would be very beneficial when creating these as the text boxes are quiet limited when entering the description information.

Ideally we would like yo attach an external document which our CSM's can reference when reviewing and editing the Success Plans.

reports

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bradley

Expert ⭐️

@sshroff @anirbandutta another possibly related thread to the next council session.

anirbandutta

Expert ⭐️

@sshroff @anirbandutta another possibly related thread to the next council session.

Catch @sshroff there in one of the breakfast/coffee breaks :)

@mpatra

It's an opportunity for engagement

Abinash

Contributor ⭐️⭐️⭐️

This could be a potential use case for ‘Spaces’ where it is proposed to have document sharing capability brought in using which CSMs can share specific documents with external users.

Cc: @arunabhat

Abinash John