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Client Success Plan - demo
Success Plan Template
Acme + Coda Success Plan
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Feature Requests

Running into a roadblock? Add feature requests below.
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Feature Requests
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Priority
Feature Description
Use Case
Added By
Coda Status
Coda Notes
Complete
1
❗ Must Have
Export entire doc as opposed to a single page
I don’t want to have to export my doc page by page
KT
Katy Turner
On Roadmap
MC - Not in Q2 2023
2
🕶️ Nice to Have
Combine a CRM with the Success Plan
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Matt Chandler
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3
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Matt Chandler
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