ClientSuccess Modules

ScoreCard

• How to Configure Scorecard

SuccessScore

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

SuccessCycles

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

Pulse

• Pulse - What is it?
• 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
• The Engagement Module

Custom Fields

• Can I Change the Order of my Custom Fields?
• Client and Contact Custom Fields

Salesforce Fields

• Salesforce Fields Module Configuration