User Training Materials
Information to assist your ClientSuccess learning
New User / Refresher Training Materials
Videos - Apps & Modules
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