We might be taking the success plans of a team who we are onboarding new to the relationship level, was wondering if there is a way to get the templates copied at the relationship level either through config or rule?
Thanks
Hi
Unfortunately, there is no way to do that at the moment. Converting this to an idea post
1 person likes this
We also need this capability, would love to see this as well when creating success plan template in the Admin section. I am currently having to copy over 6 different success plans and templates to the Company since we are looking to move away from Relationship level.
Thank you for the feedback. More upvotes will help us prioritise the feature.
1 person likes this
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