Creating a Success Plan

To create a new success plan:

1. Click Create Success Plan on the Customer Success Workspace or relevant record page.
2. Select Create New Success Plan.
3. Click Next.
4. Enter a name for the new success plan.
5. [Optional] Update the success plan owner. This field is pre-populated with the current user when one resource is assigned to the user.
6. [Optional] Enter an account, next business review, last business review, and status, for the success plan.
7. [Optional] Enter a summary of your success plan. To upload an image, click .
8. [Optional] Enter any challenges and risks for your success plan. To upload an image, click .
9. Click Save.

Note:

When creating a success plan from an account record page, the Account field is auto-populated with the account you are currently viewing.