Global Settings

Field Settings

• Self-serve Custom Field Management
• Reorder Client Custom Fields
• Exporting Data from ClientSuccess

Revenue Management

• Contract and Revenue Management
• Revenue Field Settings
• Forecasting [Legacy]
• Terminating Subscriptions [Legacy]
• Calculating Upsell [Legacy]
• Subscriptions [Legacy]

Alerts

• Alerts Overview
• Global Alerts vs Personal Alerts

Automation

• Email Automation

Account Hierarchy

• Account Hierarchy

Scorecard

• How to Configure Scorecard
• Using Scorecard

Summary

• Summary Notes

Usage

• How to ingest and view usage events in ClientSuccess
• Flat File Usage Tracking Instructions

Team / Users

• ClientSuccess Seat (License) Limits