Getting Started

Pulse

• Defining the Pulse Scale

Customer Onboarding

• Customer Onboarding Overview

Platform Setup

• Automation Triggers
• SuccessScore
• SuccessCycles
• ClientSuccess NPS
• Alert Preferences
• How to Configure Scorecard

Quick Start

• Quick-Start guide

Getting Started With Your Data

• How to add data to ClientSuccess
• Self-Serve File Import
• Flat File - Automated File Ingestion
• Importing your product list to ClientSuccess
• Importing Historic NPS
• Adding or Importing Client Data to ClientSuccess

See all 8 articles

Organizing Customer Information in ClientSuccess

• Custom Field Settings for Clients and Contacts
• Contacts
• Contact Badges

Managing Team Members

• Adding Sales Reps to ClientSuccess and How to Enable Their Alerts
• Adding and Managing Team Members