ClientSuccess Apps & Global Settings

Team / Users

• ClientSuccess Seat (License) Limits

Email Automation

• Email Automation - Basics

Alerts

• Alerts - Daily Digest vs. Real-time
• Global Alerts vs Personal Alerts

Data Exports

• Data Exports - Basics

Account Hierarchy

• Account Hierarchy

NPS

• Delighted Integration for the NPS App

Scorecard

• How to Configure Scorecard
• Scorecard Basics

Subscriptions

• Calculating midterm subscription upsell
• Subscription Midterm Upsell
• Subscriptions in ClientSuccess
• Terminating Subscriptions and Clients
• Forecasting
• Subscription App Configuration

Summary

• Summary Notes

Support View

• Support View App Overview

Usage

• Flat File Usage Tracking
• Usage - How to track your client's usage in ClientSuccess