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  1. ClientSuccess Help Center
  2. User Training Materials

User Training Materials

Information to assist your ClientSuccess learning

User / Leader - Training and Adoption Materials

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

Videos - Apps & Modules

  • Overview of ClientSuccess
  • Engagements Module Training Video - Tracking your engagement with customers
  • 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
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