Email summary of SuccessCycle on demand

edited September 2020 in SuccessCycles 2 comments
We are using SuccessCycles to replace processes that have previously been tracked in spreadsheets. It would be very useful for us to be able to email status of the SuccessCycle to show all elements which have been completed and which are still outstanding so other groups not using Client Success can track progress. Most likely these summaries will be sent when the SuccessCycle is completed.
9
9 votes

under review · Last Updated

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