For details on how to add contact data, check out our other article - Adding contacts. There are several options for getting started; each can be used individually or in combination. We do, however, recommend that you only import those contacts you'd like to track engagement-wise.
***If you are importing contacts via the Salesforce integration be aware that ALL contacts will be pulled into ClientSuccess for the client records you import.
- Key contact (limited to one contact) - the main or day-to-day point-of-contact
- Executive sponsor - executive-level contacts or other leaders who hold decision-making power within a clients' organization
- Advocate - a contact who advocates your product or service outside of the organization (ie acts as a referral, leaves a positive review, etc)
- Champion - a contact who advocates your product or service within the organization
You also have the ability to star and filter by starred contacts in the contacts module.