To the right of each client name, you'll find a menu that allows you to set the Pulse, add a new task, add a note, and log a call or meeting.
Most of the other columns can be edited directly as well, allowing you to:
- View and update Pulse value, reason codes, and notes
- View and edit all activities and tasks within the current SuccessCycle stage
- Advance the client to the next stage in their SuccessCycle
- Switch the SuccessCycle
- View and edit the last Engagement (call or meeting)
- Change Client Type
- Change Client Status
- Reassign a Client to another team member
- Change the Assigned Sales Rep
- Change the Client-as-of Date
- Edit custom fields
- Edit Salesforce fields
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