ClientSuccess

Kristi Faltorusso

Detailed introductions and guides to all the foundational features

Basics

Basics on how to work with concurring SuccessCycles

Concurrent SuccessCycles

Understanding the role of and how to use contact badges

Contact badges

Global search and preview cards

Understanding Last Engaged and Last Touch, as well as how to filter by engagement type

The Engagement module

Definitions and formulas for metrics used throughout ClientSuccess

Metrics

Pulse

Tasks

SuccessScore

How to add, set defaults, and edit SuccessCycles

SuccessCycles

Definitions and tutorials

Edit multiple clients at once with the bulk edit tool

Bulk editing client data

Exporting data

Quickly update data directly from the home client-screen

In-line Actions

Creating and managing segments in ClientSuccess

Segments

Home client-screen

Basic information on managing clients statuses within ClientSuccess

Client Status

Basic information on managing clients within ClientSuccess

Contacts

Everything you need to know in order to adjust due dates once a SuccessCycle has been assigned to a client

Recalculating SuccessCycle Due Dates

Managing Clients and Contacts

Understanding how midterm upsell is calculated is important to get accurate MRR and ARR

Calculating midterm subscription upsell

The ability to forecast renewals is a powerful feature when working with one's book of business

Forecasting

What to do when a subscription needs to be edited

Making edits to subscriptions

Basics on how to manage midterm upsell within ClientSuccess

Midterm upsell

Renewing Subscriptions

Subscriptions in ClientSuccess

Subscription FAQ

Recommended how-to for working with churn

Terminating subscriptions and clients

Subscriptions

How to get other users set-up within ClientSuccess

Adding and managing team members

Deactivating a user account

Managing team members

Find answers and get help from Intercom Support and Community Experts

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