ClientSuccess Screens

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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Renewals

• The Renewals Screen

Reports

• Overview
• Customer Growth
• Revenue Growth
• Renewal Health
• Renewal Performance
• Client Pulse

Tasks

• The Tasks Screen