ClientSuccess Modules

SuccessScore

• SuccessScore Profiles - Basics

SuccessCycles

• Commonly Configured SuccessCycles
• SuccessCycle Basics
• SuccessCycles (Link to User Training Video)
• Concurrent SuccessCycles
• Recalculating SuccessCycles

Pulse

• Global Alerts vs Personal Alerts
• Pulse Basics
• Pulse Plan - Reason Codes Library and Pulse Scale
• Pulse Scale
• What is the number within the squares in the Pulse column?

Contacts

• Contacts Basics
• Contact Badges

To Dos

• To-Dos

Engagements

• Email Integration FAQs
• What happens to my engagements if I delete a contact?
• The Engagement Module

Custom Fields

• Can I Change the Order of my Custom Fields?
• Custom Fields

Salesforce Fields

• Salesforce Fields Module Configuration