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ClientSuccess Screens
ClientSuccess Screens
Main screens in ClientSuccess. Clients, Tasks, Renewals, and Reports
Clients
4 Segmented Strategic Views for Frontline CSMs
Custom fields/Salesforce Fields as Segments
What are Segments?
Segmented Filtering Basics
In-Line Actions
Exporting Client Screen Data
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Tasks
Can I add global to-dos?
The Tasks Screen
Renewals
The Renewals Screen
Reports
Client Pulse
Renewal Performance
Renewal Health
Growth Comparison
Revenue Growth
Customer Growth
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