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  1. ClientSuccess Help Center
  2. ClientSuccess Screens

ClientSuccess Screens

Main screens in ClientSuccess. Clients, Tasks, Renewals, and Reports

Clients

  • Bulk Editing Client Data
  • Exporting Global Client Grid Data
  • 4 Segmented Strategic Views for Frontline CSMs
  • Custom fields/Salesforce Fields as Segments
  • In-Line Actions
  • What are Segments?
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Contacts

  • Contacts Screen - Basics

Renewals

  • The Renewals Screen

Reports

  • Overview
  • Customer Growth Reporting Suite (Updated)
  • Revenue Growth Report (Updated)
  • Renewal Health
  • Renewal Performance (Updated)
  • Client Pulse

Tasks

  • The Tasks Screen
ClientSuccess Help Center