Greater Flexibility for SC Templates

edited September 2021 in SuccessCycles
SC templates are fairly rigid right now and have been very difficult for our team to implement (we don't use them).
It'd be great to be able to more easily customize the templates once they're assigned to a customer.
Also - would love to be able to predefine who is in charge of certain tasks (ie pilot Solutions Engineer vs. CS Solutions Engineer, Renewals Manager, etc.)
2
2 votes

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