What they would like to see, as you can see in my screenshots below, is to be able to add text in the success plan description box, for example. Any thoughts on this?
New Idea
Make Success Plans more Template-friendly
I have a customer who would like to be able to insert text in the description blocks within a success plan template. Use case is that they used to do their version of success plans from a Google Doc in which they would have free text for some fields as a guideline for how to handle a customer.
What they would like to see, as you can see in my screenshots below, is to be able to add text in the success plan description box, for example. Any thoughts on this?
What they would like to see, as you can see in my screenshots below, is to be able to add text in the success plan description box, for example. Any thoughts on this?
Hi Spencer,
Is this similar to adding a default value or a tool-tip? If the CSM does not update text in say description box, then would you like us to save it or consider it just a tooltip?
Thanks,
Nitisha
Is this similar to adding a default value or a tool-tip? If the CSM does not update text in say description box, then would you like us to save it or consider it just a tooltip?
Thanks,
Nitisha
1 person likes this
+4Hi Nitisha, that's a great idea and would work well
+4I second this idea! It would be great to pre-configure success plans more.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.