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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.

 

 

@anirbandutta maybe we get this into an idea so folks can vote?

Thank you. Done.

@anirbandutta ,

 

Can we merge this idea with 

I have posted updates on the above post.

 

Thanks,

Monica

Updated idea statusNo Status→CLOSED (DUPLICATE)

Idea merged into:

https://community.gainsight.com/ideas/clone-objective-templates-41582 


All the votes from this idea have been transferred.

@anirbandutta 

 

Are these “Media no available” to be expected? I have no way to get to this specific idea that it got merged into.

Hi @Wayne thanks for bringing it up.

This is a post migration glitch the Support team has with them currently to fix. cc @Karenottema 

 

Hi @Wayne thanks for bringing it up.

This is a post migration glitch the Support team has with them currently to fix. cc @Karenottema 

 

Any ETA?

Any ETA?

This issue is now resolved.

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