Success Plans help CSMs monitor and drive success with individual customers based on objectives and criteria that you define. With Success Plans, a new Call to Action (CTA) type is introduced called Objectives. Success Plans may be composed of one or more Objective CTAs, and may include associated Tasks, either manually created or applied through Playbooks. For an overview of Success Plans, watch this 5 minute video.

Instructions for Creating Success Plans and Exporting Success Plans. Admin instructions for Configuring Success Plans.