Default template in Asset and/or Plan

Ron Hill

• August 20, 2020 07:11

I would like to add a template or at least a link to a template to every account, and was thinking I should be able to do this on the asset page.  For example we have a PPT template that is used for our QBRs, and rather than trying to recreate it, I would like to make it a default link or asset on the asset page.

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  Ashley Butler

  • August 20, 2020 14:51

  This would also be helpful on our end. The ability to deploy a specific asset(s) to a segment of accounts or all accounts would be extremely helpful for customers with higher volumes. 

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