Admin - Success Plans - SF & NXT
This course will prepare you to use Gainsight's Success Plans. This course covers the following topics:
Overview of Success Plans, Use Case Examples, Anatomy Of A Success Plan, and Prep Work & Exercise
This course overviews Success Plans and some sample use cases followed by a detailed breakdown of all the components of Success Plans. We examine the manual creation process as well as the configuration steps needed to define a template.