Generating a Success Management Summary

You can generate a success management summary on a success plan record page. The summary covers the date range that you select, and each section is generated independently. For more information about the summary and its sections, see Success Management Summary Overview.

To generate a success management summary:

1. Go to the success plan record page that you want to summarize.
2. In the Success Management Summary card, adjust the start date and end date to change the summary coverage period. By default, the range covers the last three months.
3. Click Generate Summary.
4. Review the summarized information across the section tabs.
5. [Optional] To open a record that was used to generate a section, click it in the Sources list.
6. [Optional] From any section tab, rate the generated content by clicking or .

To regenerate the summary, click . The start date and end date are prefilled with the range that the summary covers. To cover a different period, adjust the dates before you regenerate.

Note:

• Both the start date and the end date are required, and the end date cannot be earlier than the start date.
• The generated summary is kept, so that it displays again when you return to the success plan record page. For more information, see Success Management Summary Overview.