ClientSuccess

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

Kristi Faltorusso

Definitions and tutorials

Find answers and get help from Intercom Support and Community Experts

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