ClientSuccess

Kristi Faltorusso

Dave Blake

Articles for the Customer Grid and Customer Account Detail views

Customer

Quickly search for both client and contact information

Global search and preview cards

Bulk Editing Client Data

Exporting Global Client Grid Data

Navigating the Grid

Segmentation - Using a dynamic approach to viewing your book of business

SmartCS AI™ Open Beta

Articles regarding the Customer Grid section

Customer Grid

Everything you need to know about the Summary App

Summary Notes

Region Added to Customer Record and All Existing Reports

Unable to save Client

Articles for the Summary app in the Customer detail view

Customer Summary

SuccessCycles

Articles for the SuccessCycle app in the customer detail view

Client Pulse

Defining the Pulse Scale

Pulse - Create organization-wide consistency on the health of your customers

Your Pulse Plan

Articles for the customer Pulse app in the customer detail view

Pulse

Goals

Articles for the customer Goals app in the customer detail view

The Tasks Screen

Collaborative Task Management

Articles for the Tasks app in the customer detail view

Tasks

Product Pulse

Articles for the Product Pulse app in the customer detail view

SuccessScore - Better understand the behavior of your customers

Articles for the customer SuccessScore app in the customer detail view

SuccessScore

Client Engagement

Domain Based Email Tracking

Email Integration FAQs

Engagements - Consolidate your emails and meeting notes to increase engagement visibility

Enhanced Engagement App Workflows

Saving Customer Engagements

Troubleshooting Missing Emails

Articles for the Engagements app in the customer detail view

Engagements

Everything you need to know about the Account Hierarchy app

Account Hierarchy

Articles for the Account Hierarchy app in the customer detail view

Subscriptions App

Contract and Revenue Management

Contract Relationship FAQs: Associating Renewals + Cotermed Expansion

Articles for the Revenue app in the customer detail view

Revenue

Solutions we integrate with to provide support ticket visibility

Support App

Desk

Visualizing Support Tickets in ClientSuccess

Articles for the Support Ticket View app in the customer detail view

Support Ticket View

How to ingest and view usage events in ClientSuccess

Articles for the Usage app in the customer detail view

Usage

Solutions to provide NPS visibility in ClientSuccess

What is NPS?

Articles for the NPS app in the customer detail view

Everything you need to know about the Scorecard app

Scorecard

Designing a Scorecard that Helps Drive Non-linear Goals

How to Configure Scorecard

Using Scorecard

Articles for the Scorecard app in the customer detail view

Find answers and get help from Intercom Support and Community Experts

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