Adding Sales Reps to ClientSuccess and How to Enable Their Alerts

There are two options in ClientSuccess for adding a Sales Rep to a client record:

1. Via an "Assigned Sales Rep" plain text field; or
2. Via an "Assigned Sales Rep" associated field

Plain Text Field

Option #1 is an "Assigned Sales Rep" plain text field is simply just the name of the Sales Rep and is updated via manual entry or as a pull from a CRM (must match the plain text value).

Please Note: If added in this manner, Sales Reps do not need to be added as users in ClientSuccess and they will not be able to track email engagements or receive alerts.

Associated Field

Option #2 is an "Assigned Sales Rep" associated field that pulls pulls the Sales Rep association and name directly from a list of users in ClientSuccess. This can also be mapped via CRM integration (users must have their CRM User IDs added in their user profile).

Please Note: For this association and the alerts to work, a Sales Rep must exist in ClientSuccess as a Sales (Limited) user.

How to Enable Alerts for Sales Reps

Once you've added your Sales Reps as Sales (Limited) users, they will be able to log into ClientSuccess and configure their own Individual Alert Preferences, as well as enable their Email Integration if so desired to capture their communication with ClientSuccess contacts. Each of these are configured under that User's My Settings.

Please Note: A ClientSuccess admin will also have to enable a Global Alert Setting as a one-time configuration.

If you have additional questions, please feel free to reach out to your CSM or via the in-app Help for Support.