To the right of each client name, you'll find a menu that allows you to set the Pulse, add a new task, add a note, and log a call or meeting.
Most of the other columns can be edited directly as well, allowing you to:
View and update Pulse value, reason codes, and notes
View and edit all activities and tasks within the current SuccessCycle stage
Advance the client to the next stage in their SuccessCycle
Switch the SuccessCycle
View and edit the last Engagement (call or meeting)
Change Client Type
Change Client Status
Reassign a Client to another team member
Change the Assigned Sales Rep
Change the Client-as-of Date
Edit custom fields
Edit Salesforce fields