In-Line Actions

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