User Training Materials

New User / Refresher Training Materials

• Getting Started - General Training Information
• CSM Adoption Milestones of ClientSuccess

Videos - Apps & Modules

• Engagements Module Training Video - Tracking your engagement with customers
• Contacts App Training Video - How it works
• Summary App Training Video - What it is and how to use it

Videos - ClientSuccess Features

• Global/Home Client Screen Training Video - Building Segments, In-line edits, and Bulk Updates
• SuccessCycle Training Video - How they work
• To-Dos Training Video - How they work and how to use them
• Pulse Training Video - How it works and how to leverage it
• Scorecard Training Video - How it works and how to leverage it

Videos - Integration-related Trainings

• Usage Tracking App Training Video - How to leverage it
• NPS View Training Video - How to use it
• Support View App Training Video - How it works