ClientSuccess Modules

Contacts

• Contacts - Basics
• Contact Badges

Custom Fields

• Custom Field Settings for Clients and Contacts

Engagements

• Email Integration FAQs
• The Engagement Module

Pulse

• Pulse - Success Factors
• Pulse - What is it?
• Pulse Scale
• What is the number within the squares in the Pulse column?

ScoreCard

• How to Configure Scorecard

SuccessCycles

• SuccessCycles - How to configure
• Concurrent SuccessCycles
• Recalculating SuccessCycles

SuccessScore

• SuccessScore - Intro and How-to
• SuccessScore - 6 Common Health Scoring Metrics

To Dos

• To-Dos