ClientSuccess

Learn how to bulk edit client data on the Clients screen, updating status, type, SuccessCycle, assigned CSM, and sales rep for segments or selected lists.

Bulk Editing Client Data

Learn how to export client data from the global Clients grid, including segments, selected clients, visible columns, or all columns to a file.

Exporting Global Client Grid Data

Learn how to navigate the Client Grid with segments and filters, including standard fields, Salesforce fields, custom and global segments, and bulk edits.

Navigating the Grid

Learn how to create dynamic Segments in ClientSuccess to filter your book of business by Pulse, renewal date, risk, and other criteria.

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

Understand SmartCS AI features: NPS Analyzer, Pulse Summary, Engagement Insights, Email Assist, Segment Analyzer, plus setup, consent, and security FAQs.

SmartCS AI™

Articles regarding the Customer Grid section

Customer Grid

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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