Gainsight section to manage all success plans at once
Requirements | Request
I would like to have a "hub" of success plans, similar to the far left panel Cockpit and Timeline pages, where I can see and manage all my customers' success plans.
I find it inefficient to go into each customer's 360 to find and manage each success plan individually.
While I can currently see all success plan objectives in the main Cockpit, and even make a Cockpit view specifically for objectives sorted by customer, I can't add new success plan objectives or change the details of a success plan there.