Creation Of Success Plan Criteria

Step 1: In CSM End -->Click on Admin Portal.

Step 2: Go to Settings-->click on User Tags-->select the Success Plan Criteria radio button.

Step 3: Enter the required fields and click New Criteria. The new criteria get created successfully.

To view and use the created Success Plan Criteria, go to CSM Portal -->click Accounts Dashboard.

After clicking the accounts--> Select an Account.

Click the Success Plan-->and select the New Plan.

The created Success Plan criteria can be viewed in the CSM end.

To Delete the success plan criteria: Go to Admi Portal-->Navigate to Settings-->click on User Tags-->select the Success Plan Criteria radio button. Click on the delete option in the criteria. The criteria get deleted successfully.

Here's a short video walkthrough of Success Plan Criteria creation: