# ClientSuccess Help Center

> Help center for ClientSuccess

## ClientSuccess

- [Bulk Editing Client Data](https://help.clientsuccess.com/en/articles/12833769-bulk-editing-client-data.md): Learn how to bulk edit client data on the Clients screen, updating status, type, SuccessCycle, assigned CSM, and sales rep for segments or selected lists.
- [Exporting Global Client Grid Data](https://help.clientsuccess.com/en/articles/12833770-exporting-global-client-grid-data.md): Learn how to export client data from the global Clients grid, including segments, selected clients, visible columns, or all columns to a file.
- [Navigating the Grid](https://help.clientsuccess.com/en/articles/12833762-navigating-the-grid.md): Learn how to navigate the Client Grid with segments and filters, including standard fields, Salesforce fields, custom and global segments, and bulk edits.
- [Segmentation - Using a dynamic approach to viewing your book of business](https://help.clientsuccess.com/en/articles/12833905-segmentation-using-a-dynamic-approach-to-viewing-your-book-of-business.md): Learn how to create dynamic Segments in ClientSuccess to filter your book of business by Pulse, renewal date, risk, and other criteria.
- [SmartCS AI™](https://help.clientsuccess.com/en/articles/12833681-smartcs-ai.md): Understand SmartCS AI features: NPS Analyzer, Pulse Summary, Engagement Insights, Email Assist, Segment Analyzer, plus setup, consent, and security FAQs.
- [Region Added to Customer Record and All Existing Reports](https://help.clientsuccess.com/en/articles/12833687-region-added-to-customer-record-and-all-existing-reports.md): Learn how the Region field works on ClientSuccess customer records: report filters, Global Settings configuration, CRM mapping, API, and data import.
- [Summary Notes](https://help.clientsuccess.com/en/articles/12833757-summary-notes.md): Learn how to enable the Summary Notes app to add formatted key account notes at the top of the client record and in global search preview cards.
- [Unable to save Client](https://help.clientsuccess.com/en/articles/12833915-unable-to-save-client.md): Troubleshoot the Unable to save Client error in ClientSuccess, caused by a duplicate Salesforce Account ID or a missing SuccessCycle selection.
- [SuccessCycles](https://help.clientsuccess.com/en/articles/12833708-successcycles.md): Learn how to create, edit, and recalculate SuccessCycles in ClientSuccess, set primary and client type default cycles, and bulk-update cycles for clients.
- [Defining the Pulse Scale](https://help.clientsuccess.com/en/articles/12833702-defining-the-pulse-scale.md): Understand the ClientSuccess six-point Pulse scale, from Extremely Satisfied to Severe Risk, and how to define consistent customer health guidelines.
- [Client Pulse](https://help.clientsuccess.com/en/articles/12833879-client-pulse.md): Learn how Client Pulse reporting works, covering Current Pulse Health, Pulse Reasons, and Pulse Change Over Time reports with filters, trends, and exports.
- [Pulse - Create organization-wide consistency on the health of your customers](https://help.clientsuccess.com/en/articles/12833901-pulse-create-organization-wide-consistency-on-the-health-of-your-customers.md): Learn how Pulse creates organization-wide consistency on customer health by defining a Pulse scale, risk reason codes, update cadence, and Pulse reports.
- [Your Pulse Plan](https://help.clientsuccess.com/en/articles/12833886-your-pulse-plan.md): Learn how to build a Pulse plan, including defining your Pulse scale, customizing reason codes, setting Pulse alerts, and best practices for honest health values.
- [Goals](https://help.clientsuccess.com/en/articles/12833767-goals.md): Learn how ClientSuccess Goals track customer objectives with goal types, stages, progress bars, Primary Goals, SuccessScore integration, and reporting.
- [Collaborative Task Management](https://help.clientsuccess.com/en/articles/12833690-collaborative-task-management.md): Learn Collaborative Task Management in ClientSuccess: task dashboard, Kanban and calendar views, templates, recurring tasks, Slack and email alerts.
- [Product Pulse](https://help.clientsuccess.com/en/articles/12833692-product-pulse.md): Understand Product Pulse in ClientSuccess: set a pulse per product, view pulse history, enable products in Global Settings, and run the Product Pulse report.
- [SuccessScore - Better understand the behavior of your customers](https://help.clientsuccess.com/en/articles/12833904-successscore-better-understand-the-behavior-of-your-customers.md): Understand SuccessScore, a weighted customer health score built from usage, Pulse, engagement, and custom field metrics, and how to configure profiles.
- [Domain Based Email Tracking](https://help.clientsuccess.com/en/articles/12833825-domain-based-email-tracking.md): Understand domain based email tracking, an opt-in feature that auto-matches emails to Clients by Contact email domains when no exact Contact match exists.
- [Email Integration FAQs](https://help.clientsuccess.com/en/articles/12833916-email-integration-faqs.md): Answers to common email integration questions in ClientSuccess, covering which emails sync, storage, sync timing, filters, and password changes.
- [Engagements - Consolidate your emails and meeting notes to increase engagement visibility](https://help.clientsuccess.com/en/articles/12833900-engagements-consolidate-your-emails-and-meeting-notes-to-increase-engagement-visibility.md): Learn how the Engagements module consolidates emails, phone call, and meeting notes, using email integration to track Last Engaged and Last Touch metrics.
- [Enhanced Engagement App Workflows](https://help.clientsuccess.com/en/articles/12833685-enhanced-engagement-app-workflows.md): Learn how Engagement App workflow enhancements let CSMs create tasks, contacts, and 1:Many emails inline without leaving the ClientSuccess engagement.
- [Saving Customer Engagements](https://help.clientsuccess.com/en/articles/12833763-saving-customer-engagements.md): Learn how to save customer engagements in ClientSuccess, including call and meeting notes, email tracking, and how Last Touch and Last Engaged differ.
- [Troubleshooting Missing Emails](https://help.clientsuccess.com/en/articles/12833918-troubleshooting-missing-emails.md): Troubleshoot emails missing from the ClientSuccess email integration, including expired authentication tokens, alias addresses, and Gmail sync rules.
- [Account Hierarchy](https://help.clientsuccess.com/en/articles/12833753-account-hierarchy.md): Learn how the Account Hierarchy app sets parent-child client relationships, sums ARR or MRR across children, and shows Pulse health for each account.
- [Contract and Revenue Management](https://help.clientsuccess.com/en/articles/12833737-contract-and-revenue-management.md): Understand ClientSuccess Revenue Management: MRR, ARR, ACV, TCV definitions, adding contracts, subscription statuses, renewals, amendments, and auto-renew.
- [Contract Relationship FAQs: Associating Renewals + Cotermed Expansion](https://help.clientsuccess.com/en/articles/12833761-contract-relationship-faqs-associating-renewals-cotermed-expansion.md): Troubleshoot overdue contracts in ClientSuccess: how to associate renewals, unlink wrong relationships, and link co-termed upsell amendments from CRM.
- [Desk](https://help.clientsuccess.com/en/articles/12833847-desk.md): Learn how to connect Desk with ClientSuccess Support View by locating Desk company IDs individually or in bulk to link tickets to client records.
- [Visualizing Support Tickets in ClientSuccess](https://help.clientsuccess.com/en/articles/12833839-visualizing-support-tickets-in-clientsuccess.md): Learn how to enable the Support View app to see client support tickets from Zendesk, Freshdesk, Jira, HelpScout, Desk, UserVoice, and Salesforce Service Cloud.
- [How to ingest and view usage events in ClientSuccess](https://help.clientsuccess.com/en/articles/12833758-how-to-ingest-and-view-usage-events-in-clientsuccess.md): Learn how to ingest product usage events into ClientSuccess via API, flat file, JavaScript snippet, Pendo, or Segment, and view trends in the Usage app.
- [What is NPS?](https://help.clientsuccess.com/en/articles/12833891-what-is-nps.md): Understand what NPS \(Net Promoter Score\) is, how promoters, passives, and detractors are scored, how to calculate NPS, and what makes a good score.
- [Designing a Scorecard that Helps Drive Non-linear Goals](https://help.clientsuccess.com/en/articles/12833851-designing-a-scorecard-that-helps-drive-non-linear-goals.md): Watch a video on designing a SuccessScore scorecard in ClientSuccess that drives non-linear goals and measures customer health beyond simple metrics.
- [How to Configure Scorecard](https://help.clientsuccess.com/en/articles/12833711-how-to-configure-scorecard.md): Learn how to enable and configure the Scorecard module in ClientSuccess to track weighted, non-linear goals and milestones for a 100-point client score.
- [Using Scorecard](https://help.clientsuccess.com/en/articles/12833756-using-scorecard.md): Learn how the Scorecard app tracks weighted, non-linear adoption milestones across all clients and how to enable it and feed it into your SuccessScore.
- [Managing Tasks](https://help.clientsuccess.com/en/articles/12833768-managing-tasks.md): Learn how to use the ClientSuccess Tasks screen to manage SuccessCycle activities and to-dos with filters, sorting, status, and task type icons.
- [Overdue Renewals](https://help.clientsuccess.com/en/articles/12833871-overdue-renewals.md): Understand the Overdue tab in ClientSuccess renewals reporting, which shows unrenewed contracts and subscriptions by period and how to filter them.
- [Revenue Dashboard Export and Placeholders](https://help.clientsuccess.com/en/articles/12833695-revenue-dashboard-export-and-placeholders.md): Learn how to export the Revenue Dashboard, use Group by Customer for automation emails, and fix dynamic placeholder validation errors in email actions.
- [Renewal Health](https://help.clientsuccess.com/en/articles/14728770-renewal-health.md): Use the Renewal Health report to visualize upcoming renewals by health score, prioritize at-risk accounts, and take action before renewals slip.
- [Understanding ARR vs. cARR in ClientSuccess](https://help.clientsuccess.com/en/articles/14728842-understanding-arr-vs-carr-in-clientsuccess.md): A clear explanation of the difference between ARR and cARR \(committed ARR\), when each is used, and why the numbers can differ — with real examples.
- [How Renewal Dates Work in ClientSuccess](https://help.clientsuccess.com/en/articles/14729175-how-renewal-dates-work-in-clientsuccess.md): How the Days to Renewal field calculates, what happens with multiple contracts, how to link renewals using the Is Renewed By relationship, and how to handle early renewals.
- [Activities Report](https://help.clientsuccess.com/en/articles/12833868-activities-report.md): Understand the Activities Report in ClientSuccess, which tracks team engagements, Pulse sets, tasks, goals, and SuccessCycles completed per user.
- [Advanced Reporting](https://help.clientsuccess.com/en/articles/12833686-advanced-reporting.md): Learn how Advanced Reporting in ClientSuccess delivers custom and template reports like Revenue by Product and Churn with filters, drill-downs, exports.
- [Customer Growth Report](https://help.clientsuccess.com/en/articles/12833874-customer-growth-report.md): Understand the Customer Growth report, covering net growth, new customers, reactivations, and churned customers, plus filters, date ranges, and retention metrics.
- [Engagement Reports](https://help.clientsuccess.com/en/articles/12833870-engagement-reports.md): Understand the CSM and Customer Engagement Reports in ClientSuccess, including engagement tags, recency tracking, and tag filters for analysis.
- [Overview](https://help.clientsuccess.com/en/articles/12833872-overview.md): Understand the Overview report's book of business metrics, including active clients, assigned CSMs, average ARR/MRR per client, and Pulse health by client count.
- [Pulse Reporting and Insights](https://help.clientsuccess.com/en/articles/12833877-pulse-reporting-and-insights.md): Understand Pulse reporting, including the Current Pulse Health, Pulse Reasons, and Pulse Change Over Time reports, with filters, charts, and CSV exports.
- [Renewal Performance \(Updated\)](https://help.clientsuccess.com/en/articles/12833878-renewal-performance-updated.md): Understand the Renewal Performance report and its gross and net renewal, upsell, downsell, cross-sell, and churn metrics for a renewable book of business.
- [Revenue Growth Report](https://help.clientsuccess.com/en/articles/12833875-revenue-growth-report.md): Understand the Revenue Growth report and its metrics for new, upsell, cross-sell, downsell, reactivated, and churned revenue across custom date ranges.
- [What if my metrics don't align?](https://help.clientsuccess.com/en/articles/12833913-what-if-my-metrics-don-t-align.md): Troubleshoot misaligned client count and revenue reporting metrics by checking client as of dates, missing subscriptions, contract dates, and data refresh.
- [Meeting Intelligence \(MS Teams, Zoom, Google Meet\)](https://help.clientsuccess.com/en/articles/13795684-meeting-intelligence-ms-teams-zoom-google-meet.md): Meeting Intelligence uses meeting bots to automatically join your meetings, transcribe conversations, and create structured Meeting Intelligence engagements when participants are matched to customers.
- [Account Teaming](https://help.clientsuccess.com/en/articles/12833684-account-teaming.md): Learn how to create Account Team Roles in ClientSuccess, use them in 1:Many emails, automations, CRM mappings, and filter reports by role.
- [Apps & Integrations](https://help.clientsuccess.com/en/articles/12833705-apps-integrations.md): Watch a video overview of Apps and Integrations in ClientSuccess and learn how connected tools extend your customer success workflows.
- [Alert Preferences](https://help.clientsuccess.com/en/articles/12833710-alert-preferences.md): Learn how to manage alert preferences in ClientSuccess, including global alert settings for teams and personal daily and real-time Pulse alerts.
- [Automation - Streamline and standardize customer success work](https://help.clientsuccess.com/en/articles/12833903-automation-streamline-and-standardize-customer-success-work.md): Learn how Automation rules in ClientSuccess use triggers and actions to send emails, add to-dos, assign SuccessCycles, and send NPS surveys.
- [Automation Triggers](https://help.clientsuccess.com/en/articles/12833706-automation-triggers.md): Configure automation triggers in ClientSuccess for Pulse, NPS, calendar dates, contracts, custom fields, engagements, and SuccessCycles to fire actions.
- [Commonly Configured Email Automation Rules](https://help.clientsuccess.com/en/articles/12833883-commonly-configured-email-automation-rules.md): See commonly configured Email Automation rules, with triggers and templates for onboarding surveys, renewal reminders, SuccessScore alerts, and last touch follow-ups.
- [Email Automation](https://help.clientsuccess.com/en/articles/12833751-email-automation.md): Learn how to set up Email Automation rules in ClientSuccess with triggers like days to renewal and SuccessScore, plus Group by Customer delivery options.
- [Customer Types](https://help.clientsuccess.com/en/articles/12833890-customer-types.md): Learn how to configure customer Types in Global Settings, assign default SuccessCycles by Type, and add granularity with custom fields and Salesforce sync.
- [Filter Product Pulse Options by Customer Type](https://help.clientsuccess.com/en/articles/12833752-filter-product-pulse-options-by-customer-type.md): Configure which Product Pulse options appear on the Success Page by customer type via Global Settings \> Customer Types for quicker pulse selection.
- [Custom Field Placeholders For 1:Many Emails](https://help.clientsuccess.com/en/articles/12833679-custom-field-placeholders-for-1-many-emails.md): Learn how to enable custom fields as dynamic placeholders in 1:Many emails via Field Settings to personalize and preview ClientSuccess email sends.
- [Reorder Client Custom Fields](https://help.clientsuccess.com/en/articles/12833735-reorder-client-custom-fields.md): Learn how admins reorder Client Custom Fields with drag-and-drop in Global Settings \> Field Settings so they display in the order you want on client records.
- [Required Custom & System Fields](https://help.clientsuccess.com/en/articles/12833680-required-custom-system-fields.md): Learn how admins set required custom and system fields like Country for customers, contacts, and contracts, plus CRM integration mapping impacts.
- [Self-serve Custom Field Management](https://help.clientsuccess.com/en/articles/12833733-self-serve-custom-field-management.md): Learn how to manage custom fields in ClientSuccess Field Settings, including how to delete unused fields or reset in-use fields to clear their data.
- [Adding or Importing Client Data to ClientSuccess](https://help.clientsuccess.com/en/articles/12833719-adding-or-importing-client-data-to-clientsuccess.md): Learn the ways to add client data to ClientSuccess: manual entry, the client data import template, CRM integration, or the open API, with best practices.
- [Adding or Importing Contact Data](https://help.clientsuccess.com/en/articles/12833720-adding-or-importing-contact-data.md): Learn the ways to add contact data to ClientSuccess: manual entry, the contact import template, CRM integration, or the open API, plus required fields.
- [Exporting Data from ClientSuccess](https://help.clientsuccess.com/en/articles/12833736-exporting-data-from-clientsuccess.md): Learn how to use Data Exports in Global Settings to generate on-demand exports of Clients, Contacts, Pulses, Subscriptions, Engagements, and more.
- [How to add data to ClientSuccess](https://help.clientsuccess.com/en/articles/12833714-how-to-add-data-to-clientsuccess.md): Compare options for adding client, contact, and contract data to ClientSuccess: manual entry, CSV import, Salesforce or HubSpot CRM integration, or the API.
- [Importing Historic NPS](https://help.clientsuccess.com/en/articles/12833718-importing-historic-nps.md): Learn how to import historic NPS response data into ClientSuccess using the CSV template, alongside native NPS surveys or available NPS integrations.
- [Importing Revenue data through a Flat File to ClientSuccess](https://help.clientsuccess.com/en/articles/12833721-importing-revenue-data-through-a-flat-file-to-clientsuccess.md): Learn how to import contract and subscription revenue data into ClientSuccess via flat file, including required fields, formats, and contract linking.
- [Importing your product list to ClientSuccess](https://help.clientsuccess.com/en/articles/12833717-importing-your-product-list-to-clientsuccess.md): Learn how to import your product list into ClientSuccess using the import template so products tie to subscriptions, contracts, and CRM revenue data.
- [Self-Serve File Import](https://help.clientsuccess.com/en/articles/12833715-self-serve-file-import.md): Learn how to use the Self-Serve File Import tool to import clients, contacts, products, NPS, and usage data with templates, matching, and review steps.
- [Goal Templates](https://help.clientsuccess.com/en/articles/12833731-goal-templates.md): Learn how to create Goal Templates in Global Settings or on the fly, and apply them with Fill from Template when creating goals on the Success Page.
- [1:Many Email Enhancements](https://help.clientsuccess.com/en/articles/12833683-1-many-email-enhancements.md): Learn how to remove recipients from the 1:Many email audience preview and how Engagement App emails limit recipients to the current customer.
- [1:Many Email Enhancements: Drafts, Signatures, and Scheduling](https://help.clientsuccess.com/en/articles/12833676-1-many-email-enhancements-drafts-signatures-and-scheduling.md): Learn how 1:Many email drafts auto-save, how to set personal and dynamic sender signatures, and how scheduling validation works in ClientSuccess.
- [1:Many Emails](https://help.clientsuccess.com/en/articles/12833693-1-many-emails.md): Learn how to send 1:Many emails in ClientSuccess: bulk personalized emails, templates, segments, scheduling, grouping by customer, and daily send limits.
- [Advanced Email Filtering - 1:Many Emails Access Control](https://help.clientsuccess.com/en/articles/12833689-advanced-email-filtering-1-many-emails-access-control.md): Configure advanced email filtering rules to exclude auto-replies and OOO from Engagements, plus 1:Many email send-on-behalf access controls.
- [Blacklisting Emails From Syncing](https://help.clientsuccess.com/en/articles/12833823-blacklisting-emails-from-syncing.md): Learn how to blacklist emails from syncing to ClientSuccess Engagements by filtering on domain, email address, subject, or body in email settings.
- [Association Mappings & User Reference Fields](https://help.clientsuccess.com/en/articles/12833789-association-mappings-user-reference-fields.md): Understand association mappings and user reference fields when syncing Salesforce lookup fields like Account Owner to ClientSuccess with friendly names.
- [ClientSuccess Open API v2.0](https://help.clientsuccess.com/en/articles/12833817-clientsuccess-open-api-v2-0.md): Understand the ClientSuccess Open API v2.0 for Clients, Contacts, and Contracts, plus the Usage API, Developer Portal access, and API user setup.
- [Communication Platform Integration Basics](https://help.clientsuccess.com/en/articles/12833820-communication-platform-integration-basics.md): Understand Slack and Microsoft Teams notification options in ClientSuccess, including Pulse status alerts, new client notifications, and NPS responses.
- [Connecting Pendo NPS with ClientSuccess](https://help.clientsuccess.com/en/articles/12833830-connecting-pendo-nps-with-clientsuccess.md): Learn how to connect Pendo NPS with ClientSuccess using a custom field and CRM sync to surface NPS scores, SuccessScore inputs, and health alerts.
- [Delighted Integration for the NPS App](https://help.clientsuccess.com/en/articles/12833835-delighted-integration-for-the-nps-app.md): Learn how to configure the Delighted integration for the ClientSuccess NPS app, including API access token, webhooks for real-time results, and imports.
- [Freshdesk](https://help.clientsuccess.com/en/articles/12833846-freshdesk.md): Learn how to integrate Freshdesk with ClientSuccess Support View, including admin token requirements and finding Freshdesk company IDs to link clients.
- [HelpScout Integration with ClientSuccess](https://help.clientsuccess.com/en/articles/12833840-helpscout-integration-with-clientsuccess.md): Learn how to connect HelpScout to ClientSuccess via the Support View app, authorize access, and map HelpScout company IDs to view client tickets.
- [How To Install the ClientSuccess Widget \(aka Canvas App\) in Salesforce](https://help.clientsuccess.com/en/articles/12833784-how-to-install-the-clientsuccess-widget-aka-canvas-app-in-salesforce.md): Learn how to install the ClientSuccess widget \(Canvas App\) in Salesforce to show SuccessScore, Pulse, subscriptions, and engagements on Account pages.
- [HubSpot Engagements Push](https://help.clientsuccess.com/en/articles/12833802-hubspot-engagements-push.md): Learn how to push new ClientSuccess Engagements to HubSpot Activity History, how to enable the push, and FAQ on historical and two-way Engagement syncing.
- [HubSpot Import Filter - Managing which Companies, Contacts, or Deals sync with ClientSuccess](https://help.clientsuccess.com/en/articles/12833799-hubspot-import-filter-managing-which-companies-contacts-or-deals-sync-with-clientsuccess.md): Learn how the HubSpot Import Filter controls which Companies, Contacts, or Deals sync to ClientSuccess using a checkbox property and HubSpot Workflows.
- [HubSpot Integration Authentication](https://help.clientsuccess.com/en/articles/12833798-hubspot-integration-authentication.md): Learn how to authenticate HubSpot to ClientSuccess via Global Settings, using Super Admin credentials, plus optional scopes setup for Deals and Line Items.
- [HubSpot Integration Instructions for Clients and Contacts](https://help.clientsuccess.com/en/articles/12833800-hubspot-integration-instructions-for-clients-and-contacts.md): Learn how to configure the HubSpot integration to sync Companies and Contacts with ClientSuccess, including recipes, sync filters, and field mappings.
- [HubSpot Revenue Data Integration](https://help.clientsuccess.com/en/articles/12833801-hubspot-revenue-data-integration.md): Learn how to set up the HubSpot revenue data integration, mapping Deals and Line Items to ClientSuccess contracts, products, stages, renewals, and ARR.
- [Integration Technical Overview](https://help.clientsuccess.com/en/articles/12833836-integration-technical-overview.md): Understand how ClientSuccess integration push and pull syncs work, including polling, field mappings, data parity, null values, and sync maintenance tips.
- [Intercom Integration](https://help.clientsuccess.com/en/articles/12833814-intercom-integration.md): Learn how to connect the Intercom integration to ClientSuccess to sync conversations into the Engagements and Support Ticket apps via OAuth setup.
- [JIRA Support View Integration](https://help.clientsuccess.com/en/articles/12833845-jira-support-view-integration.md): Learn how to configure the Jira Support View integration, including application links, a custom client field, and authentication to display Jira tickets.
- [Microsoft Teams](https://help.clientsuccess.com/en/articles/12833821-microsoft-teams.md): Learn how to install the Microsoft Teams integration in ClientSuccess, including OAuth setup, Team and Channel configuration, and notification settings.
- [MixPanel Integration](https://help.clientsuccess.com/en/articles/12833815-mixpanel-integration.md): Learn how to set up the MixPanel integration to ingest usage data events into ClientSuccess, including service account, project ID, and event formatting.
- [MS Teams Integration - Azure App Configuration](https://help.clientsuccess.com/en/articles/12833819-ms-teams-integration-azure-app-configuration.md): Configure an Azure App for the ClientSuccess MS Teams integration, including app registration, Microsoft Graph API permissions, secret key, and client ID.
- [New CRM Integration Platform Authentication](https://help.clientsuccess.com/en/articles/12833776-new-crm-integration-platform-authentication.md): Learn how admins authenticate Salesforce, HubSpot, Zoho, or Pipedrive on the new CRM integration platform in ClientSuccess Global Settings.
- [New CRM Integration Platform FAQ](https://help.clientsuccess.com/en/articles/12833777-new-crm-integration-platform-faq.md): Understand the new ClientSuccess CRM integration platform: migration steps, cost, downtime, security, and impacts on Salesforce, HubSpot, Zoho, Pipedrive.
- [New Integration Platform](https://help.clientsuccess.com/en/articles/12833678-new-integration-platform.md): Understand the new ClientSuccess Integration Platform \(Workato\), CRM migration phases for Salesforce, HubSpot, Zoho, Pipedrive, and how to connect.
- [Okta SSO with ClientSuccess](https://help.clientsuccess.com/en/articles/12833906-okta-sso-with-clientsuccess.md): Configure Okta single sign-on \(SSO\) with ClientSuccess using OpenID Connect, including app setup, redirect URIs, client ID and secret, and testing.
- [Pendo Integration for Usage Events](https://help.clientsuccess.com/en/articles/12833816-pendo-integration-for-usage-events.md): Learn how to set up the Pendo integration to pull daily usage data into ClientSuccess using an API key and Account or Visitor List report formats.
- [Pipedrive Import Filter](https://help.clientsuccess.com/en/articles/12833807-pipedrive-import-filter.md): Understand the Pipedrive Import Filter that controls which Organizations and People sync to ClientSuccess, with best practices and API field requirements.
- [Salesforce Authentication to ClientSuccess](https://help.clientsuccess.com/en/articles/12833779-salesforce-authentication-to-clientsuccess.md): Learn how to authenticate Salesforce to ClientSuccess, install the Workato connected app, re-authenticate, and troubleshoot common OAuth login errors.
- [Salesforce Engagements Push](https://help.clientsuccess.com/en/articles/12833788-salesforce-engagements-push.md): Learn how to push new ClientSuccess Engagements to Salesforce Activity History, how to enable the push, and FAQ on historical and two-way syncing.
- [Salesforce Import Filter](https://help.clientsuccess.com/en/articles/12833787-salesforce-import-filter.md): Understand the Salesforce Import Filter, which controls which account and contact records sync to ClientSuccess, plus criteria limits and formula field tips.
- [Salesforce Integration - Easy Access To SalesForce Account](https://help.clientsuccess.com/en/articles/12833778-salesforce-integration-easy-access-to-salesforce-account.md): Learn how to add a quick link from a ClientSuccess client record to its Salesforce account by entering your Salesforce login URL in Global Settings.
- [Salesforce Integration for Clients, Contacts, and Contracts](https://help.clientsuccess.com/en/articles/12833782-salesforce-integration-for-clients-contacts-and-contracts.md): Learn how to configure the Salesforce integration to sync clients, contacts, and contracts with ClientSuccess using recipes, filters, and field mappings.
- [Salesforce Revenue Data Integration](https://help.clientsuccess.com/en/articles/12833790-salesforce-revenue-data-integration.md): Learn how to set up the Salesforce revenue data integration, mapping Opportunities and Line Items to ClientSuccess contracts, stages, products, and ARR.
- [Salesforce Service Cloud](https://help.clientsuccess.com/en/articles/12833843-salesforce-service-cloud.md): Learn how to enable Salesforce Service Cloud in ClientSuccess so support cases automatically appear in the Support View on each client record.
- [SatisMeter Integration for the NPS App](https://help.clientsuccess.com/en/articles/12833831-satismeter-integration-for-the-nps-app.md): Learn how to configure the SatisMeter integration for the ClientSuccess NPS app, including access token setup, webhooks for real-time results, and imports.
- [Slack Integration with ClientSuccess](https://help.clientsuccess.com/en/articles/12833822-slack-integration-with-clientsuccess.md): Learn how to install the Slack integration with ClientSuccess via OAuth, configure channel notifications for Pulse and Tasks, and invite the chat bot.
- [Stripe Integration Overview](https://help.clientsuccess.com/en/articles/12833813-stripe-integration-overview.md): Learn how the Stripe integration pulls Customers, paid Invoices, and Products into ClientSuccess, including API key setup and contract field mappings.
- [Unique Identifiers](https://help.clientsuccess.com/en/articles/12833837-unique-identifiers.md): Understand unique identifiers \(UIDs\) in ClientSuccess integrations, how CRM IDs from Salesforce or HubSpot link records, and UID vs traditional mappings.
- [UserVoice](https://help.clientsuccess.com/en/articles/12833842-uservoice.md): Learn how to set up the UserVoice integration with ClientSuccess Support View using a custom Organization field to display client support tickets.
- [Zapier Integration](https://help.clientsuccess.com/en/articles/12833667-zapier-integration.md): Learn how to set up the Baton Zapier integration to connect hundreds of apps, create projects via Zaps, trigger on status changes, and map custom fields.
- [Zapier Integration Basic Use Cases](https://help.clientsuccess.com/en/articles/12833848-zapier-integration-basic-use-cases.md): Explore Zapier integration use cases connecting ClientSuccess with Slack, Intercom, HubSpot, and Pipedrive to automate contacts, clients, and pulse alerts.
- [Zendesk Integration with ClientSuccess](https://help.clientsuccess.com/en/articles/12833841-zendesk-integration-with-clientsuccess.md): Learn how to integrate Zendesk with ClientSuccess Support View, link Zendesk organization IDs to client records, and view up to 100 tickets per client.
- [Zoho Integration Overview](https://help.clientsuccess.com/en/articles/12833812-zoho-integration-overview.md): Learn how the Zoho integration syncs Client and Contact data with ClientSuccess, including import filters, field mappings, sync direction, and frequency.
- [AskNicely NPS Integration](https://help.clientsuccess.com/en/articles/12833832-asknicely-nps-integration.md): Learn how to set up the AskNicely NPS integration with ClientSuccess by retrieving your API key and matching responses to Contacts by email address.
- [ClientSuccess NPS](https://help.clientsuccess.com/en/articles/12833709-clientsuccess-nps.md): Set up ClientSuccess native NPS surveys: campaigns, themes, thank-you messages, reminders, Slack and Microsoft Teams alerts, and bulk or automated sends.
- [Commonly Used Reason Codes](https://help.clientsuccess.com/en/articles/12833884-commonly-used-reason-codes.md): See commonly used Pulse Reason Codes, with examples across product, support, onboarding, sales, billing, relationship, and business viability categories.
- [Tracking Risk and Success with every Pulse update](https://help.clientsuccess.com/en/articles/12833764-tracking-risk-and-success-with-every-pulse-update.md): Learn how to track customer health with Pulse updates using configurable Risk and Success Factor reason codes, notes, next steps, and Pulse reporting.
- [Commonly Configured SuccessCycles](https://help.clientsuccess.com/en/articles/12833882-commonly-configured-successcycles.md): See examples of commonly configured SuccessCycles, including onboarding, success criteria tracking, new feature training, and key sponsor turnover playbooks.
- [Develop, Document, and Strengthen Customer Lifecycle Plans \(How to get the most out of SuccessCycles\)](https://help.clientsuccess.com/en/articles/12833881-develop-document-and-strengthen-customer-lifecycle-plans-how-to-get-the-most-out-of-successcycles.md): Learn how to develop, document, and strengthen customer lifecycle plans using SuccessCycles, with six steps for building and iterating CS playbooks.
- [SuccessCycles - Commonly configured templates and how to develop, document, and strengthen your lifecycle plans](https://help.clientsuccess.com/en/articles/12833902-successcycles-commonly-configured-templates-and-how-to-develop-document-and-strengthen-your-lifecycle-plans.md): Learn how to build SuccessCycles in ClientSuccess with common playbook templates for onboarding, success criteria tracking, and sponsor turnover.
- [6 Common Health Scoring Metrics](https://help.clientsuccess.com/en/articles/12833885-6-common-health-scoring-metrics.md): Understand six common customer health scoring metrics for SuccessScore, including product usage, sentiment, advocacy, engagement, relationship, and ROI.
- [SuccessScore](https://help.clientsuccess.com/en/articles/12833707-successscore.md): Learn how to configure SuccessScore profiles in ClientSuccess: weighted metric groups for customer health scoring by client type, with setup steps.
- [Adding and Managing Team Members](https://help.clientsuccess.com/en/articles/12833728-adding-and-managing-team-members.md): Learn how admins add, edit, and deactivate team members in ClientSuccess and understand the User, Manager, Executive, Admin, and Sales \(Limited\) roles.
- [Adding Sales Reps to ClientSuccess and How to Enable Their Alerts](https://help.clientsuccess.com/en/articles/12833726-adding-sales-reps-to-clientsuccess-and-how-to-enable-their-alerts.md): Learn how to add Sales Reps to ClientSuccess via plain text or associated fields, plus enabling Sales \(Limited\) user alerts and email integration.
- [ClientSuccess Seat \(License\) Limits](https://help.clientsuccess.com/en/articles/12833760-clientsuccess-seat-license-limits.md): Understand ClientSuccess seat \(license\) limits: how to check seats in use on the Team page, free up licenses by deactivating users, and request increases.
- [Revenue Field Settings](https://help.clientsuccess.com/en/articles/12833739-revenue-field-settings.md): Configure Revenue and Subscription Settings: default metrics like ARR or ACV, contract stage fields, pick-list options, and read-only permissions.
- [Flat File - Automated File Ingestion](https://help.clientsuccess.com/en/articles/12833716-flat-file-automated-file-ingestion.md): Set up automated flat file ingestion to import client, contact, revenue, NPS, and usage data into ClientSuccess via Google Cloud or SFTP.
- [Flat File Usage Tracking Instructions](https://help.clientsuccess.com/en/articles/12833759-flat-file-usage-tracking-instructions.md): Learn how to import aggregated usage data into ClientSuccess via flat file CSV with required formatting and S3, Google Cloud Storage, or SFTP transport.
- [How to Enable Google or Microsoft for Logging into ClientSuccess](https://help.clientsuccess.com/en/articles/15649730-how-to-enable-google-or-microsoft-for-logging-into-clientsuccess.md): Using your Google or Microsoft account to log into ClientSuccess
- [Google Calendar Integration](https://help.clientsuccess.com/en/articles/12833682-google-calendar-integration.md): Learn how to set up the Google Calendar integration to display meetings in the Task Dashboard and auto-create engagements in ClientSuccess.
- [Microsoft Outlook Calendar Integration](https://help.clientsuccess.com/en/articles/12833677-microsoft-outlook-calendar-integration.md): Learn how to set up the Microsoft Outlook Calendar integration to show meetings on the Task Dashboard and auto-create engagements in ClientSuccess.
- [Connecting a Microsoft Exchange Account](https://help.clientsuccess.com/en/articles/12833827-connecting-a-microsoft-exchange-account.md): Learn how to connect a Microsoft Exchange email account to ClientSuccess via IMAP, including server address, port, SSL settings, and sync requirements.
- [Connecting an Office 365 or Outlook Account](https://help.clientsuccess.com/en/articles/12833828-connecting-an-office-365-or-outlook-account.md): Learn how to connect an Office 365 or Outlook email account to ClientSuccess, including required Microsoft permission scopes and app password setup.
- [Email Integration with ClientSuccess](https://help.clientsuccess.com/en/articles/12833826-email-integration-with-clientsuccess.md): Learn how to set up email integration with ClientSuccess for Gmail, Office 365, and Microsoft Exchange so emails sync to the Engagement module.
- [Gmail/ClientSuccess Email Integration: Domain Setup](https://help.clientsuccess.com/en/articles/12833824-gmail-clientsuccess-email-integration-domain-setup.md): Learn how a G Suite domain administrator installs the ClientSuccess app so users can authenticate Gmail for the email integration domain setup.
- [4 Segmented Strategic Views for Frontline CSMs](https://help.clientsuccess.com/en/articles/12833889-4-segmented-strategic-views-for-frontline-csms.md): Learn four segmented strategic views for frontline CSMs, using segmentation by customer health or Pulse, engagement, product usage, and renewals.
- [8 Ways to Measure Churn and Retention](https://help.clientsuccess.com/en/articles/12833892-8-ways-to-measure-churn-and-retention.md): Understand eight ways to measure churn and retention, including customer retention rate, gross and net revenue retention, revenue churn, and renewal rates.
- [Aligning Customer Success & Customer Support](https://help.clientsuccess.com/en/articles/12833897-aligning-customer-success-customer-support.md): Learn how to align customer success and customer support teams by defining handoffs, ownership, responsibilities, and processes to prevent churn and confusion.
- [Calculating Upsell \[Legacy\]](https://help.clientsuccess.com/en/articles/12833744-calculating-upsell-legacy.md): Understand how legacy midterm upsell is calculated in ClientSuccess, with examples showing how ARR, MRR, and TSV change when seats are added midterm.
- [Customer Onboarding Overview](https://help.clientsuccess.com/en/articles/12833703-customer-onboarding-overview.md): Get an overview of the ClientSuccess customer onboarding program, including the team roles, framework, prerequisites, and kickoff preparation PDF.
- [Customer Pulse Reason Report: How to Win Hearts and Change Minds at the Executive Table](https://help.clientsuccess.com/en/articles/12833854-customer-pulse-reason-report-how-to-win-hearts-and-change-minds-at-the-executive-table.md): Watch a video on the Customer Pulse Reason Report in ClientSuccess and how to use Pulse data to communicate customer health to executives.
- [Developing a Commercial Mindset](https://help.clientsuccess.com/en/articles/12833894-developing-a-commercial-mindset.md): Learn how CSMs develop a commercial mindset and earn a seat at the executive level by revisiting goals and KPIs, holding standing meetings, and over-delivering.
- [Engagement Report: How to Effectively Plan for CSM Capacity with Data to Prove It](https://help.clientsuccess.com/en/articles/12833855-engagement-report-how-to-effectively-plan-for-csm-capacity-with-data-to-prove-it.md): Watch a video on using the Engagement Report in ClientSuccess to plan CSM capacity and workload with engagement data to support staffing decisions.
- [Frequently Asked Questions](https://help.clientsuccess.com/en/articles/12833919-frequently-asked-questions.md): Frequently asked questions on ClientSuccess contacts, clients, engagements, alerts, renewals, email automation, SuccessCycles, SuccessScore, and Pulse.
- [Goals: Building, Tracking and Reporting on Success](https://help.clientsuccess.com/en/articles/12833863-goals-building-tracking-and-reporting-on-success.md): Watch a video on Goals in ClientSuccess covering how to build, track, and report on customer success goals and outcomes for your clients.
- [How to Build a Culture of Customer Success](https://help.clientsuccess.com/en/articles/12833893-how-to-build-a-culture-of-customer-success.md): Learn five strategies to build a company-wide culture of customer success, from aligning CSMs to customer goals and KPIs to using feedback and being proactive.
- [Managing and Optimizing Engagement Tracking in ClientSuccess](https://help.clientsuccess.com/en/articles/12833853-managing-and-optimizing-engagement-tracking-in-clientsuccess.md): Watch a video on managing and optimizing engagement tracking in ClientSuccess to monitor client touchpoints, interactions, and CSM activity.
- [Mastering the Pulse Score](https://help.clientsuccess.com/en/articles/12833866-mastering-the-pulse-score.md): Watch a video on mastering the Pulse score in ClientSuccess, the CSM-driven sentiment indicator used to track and communicate customer health.
- [Overview of ClientSuccess](https://help.clientsuccess.com/en/articles/12833775-overview-of-clientsuccess.md): Get a video overview of ClientSuccess modules: Client Screen, SuccessCycles, to-dos, Pulse, SuccessScore, Engagements, Scorecard, revenue, and alerts.
- [Powering Your Playbooks with SuccessCycles](https://help.clientsuccess.com/en/articles/12833865-powering-your-playbooks-with-successcycles.md): Watch a video on powering customer success playbooks with SuccessCycles in ClientSuccess to standardize lifecycle stages, tasks, and best practices.
- [Quick-Start guide](https://help.clientsuccess.com/en/articles/12833712-quick-start-guide.md): Follow the ClientSuccess quick-start guide: connect email, set up SuccessCycles, client types, reason codes, alerts, users, products, and client data.
- [Reporting - Managing the Metrics that Power Your Business](https://help.clientsuccess.com/en/articles/12833860-reporting-managing-the-metrics-that-power-your-business.md): Watch a video overview of ClientSuccess reporting and how to manage the customer success metrics that power your business, from health to revenue.
- [Risk Mitigation Best Practices](https://help.clientsuccess.com/en/articles/12833898-risk-mitigation-best-practices.md): Learn risk mitigation best practices to decrease churn, including tracking usage patterns, watching organizational changes, and building relationships high and wide.
- [SuccessScore: Defining, Designing and Mastering Customer Health in ClientSuccess](https://help.clientsuccess.com/en/articles/12833862-successscore-defining-designing-and-mastering-customer-health-in-clientsuccess.md): Watch a video on SuccessScore in ClientSuccess covering how to define, design, and master a customer health score for your client portfolio.
- [The Customer Success Dictionary](https://help.clientsuccess.com/en/articles/12833896-the-customer-success-dictionary.md): Understand key customer success terms with this dictionary covering onboarding, usage, engagement, health score, NPS, CSAT, churn, renewal, upsell, and adoption.
- [The Digital Touch - Customer Success at Scale](https://help.clientsuccess.com/en/articles/12833850-the-digital-touch-customer-success-at-scale.md): Watch a video on digital touch strategies for scaling customer success, using automation and tech-touch engagement to manage large client segments.
- [The Renewal Health Report - How to Log Your Way to a Crystal Clear Visual Forecast](https://help.clientsuccess.com/en/articles/12833858-the-renewal-health-report-how-to-log-your-way-to-a-crystal-clear-visual-forecast.md): Watch a video on the Renewal Health Report in ClientSuccess and how logging renewal health builds a clear visual forecast of upcoming renewals.
- [Tracking and Managing Upsell, Cross-Sell and Down-Sell Revenue in ClientSuccess](https://help.clientsuccess.com/en/articles/12833852-tracking-and-managing-upsell-cross-sell-and-down-sell-revenue-in-clientsuccess.md): Watch a video on tracking upsell, cross-sell, and down-sell revenue in ClientSuccess using subscriptions to manage expansion and contraction.
- [Usage Data: How to Ingest It and Use It to Power Your Customer Strategy](https://help.clientsuccess.com/en/articles/12833849-usage-data-how-to-ingest-it-and-use-it-to-power-your-customer-strategy.md): Watch a video on ingesting product usage data into ClientSuccess and using it to power your customer success strategy and health insights.
- [Who Should Own Renewal Management?](https://help.clientsuccess.com/en/articles/12833895-who-should-own-renewal-management.md): Understand who should own renewal management, comparing three models where sales, customer success, or a separate account team owns expansion and renewals.

## Baton

- [Baton: Service Now Integration](https://help.clientsuccess.com/en/articles/15949071-baton-service-now-integration.md): Connect Baton to your ServiceNow instance to link, create, and keep tasks in sync with ServiceNow records — without switching tools. When your team works a project in Baton and your IT or service o...
- [Task Tags](https://help.clientsuccess.com/en/articles/12833607-task-tags.md): Learn how to create, edit, delete, and apply Task Tags in Baton to categorize project work for enhanced reporting and analysis.
- [Getting Started](https://help.clientsuccess.com/en/articles/12833608-getting-started.md): Learn how to use the Baton Projects Page to view, filter, and customize project lists, plus create projects from templates.
- [Setting Up Your Templates](https://help.clientsuccess.com/en/articles/12833609-setting-up-your-templates.md): Learn how to set up Baton project templates, including adding phases, milestones, tasks, assets, and default settings, and creating projects from a template.
- [Template Best Practices](https://help.clientsuccess.com/en/articles/12833610-template-best-practices.md): Best practices for building Baton templates: structuring phases, milestones, tasks, dependencies, and time estimates for timeline risk.
- [Risk Algorithm + Projected Project & Task Due Dates](https://help.clientsuccess.com/en/articles/12833611-risk-algorithm-projected-project-task-due-dates.md): Understand how Baton's risk algorithm calculates projected project and task due dates using task status, time estimates, and dependencies.
- [Phases vs Milestones vs Tasks](https://help.clientsuccess.com/en/articles/12833612-phases-vs-milestones-vs-tasks.md): Understand the difference between phases, milestones, and tasks in Baton and how each relates to project plans, templates, and due dates.
- [Tasks View](https://help.clientsuccess.com/en/articles/12833613-tasks-view.md): Learn how to use the Baton Tasks view to see workload across projects, filter and group tasks, track time, and view team members' assigned tasks.
- [Life of a Project](https://help.clientsuccess.com/en/articles/12833614-life-of-a-project.md): Overview of a project lifecycle in Baton: how to create a project from a template or CSV, plan and launch it, pause notifications, and complete it.
- [Finding Your Workspace and Logging In](https://help.clientsuccess.com/en/articles/12833615-finding-your-workspace-and-logging-in.md): Learn how to find your Baton workspace URL, log in with email and password, reset a forgotten password, or sign in with a magic link.
- [Project List Page](https://help.clientsuccess.com/en/articles/12833616-project-list-page.md): Learn how to navigate the Baton Project List page, filter projects by role with saved filters, and customize column order across the workspace.
- [Task Activity Log](https://help.clientsuccess.com/en/articles/12833629-task-activity-log.md): Learn how to use the Baton task activity log to add public or internal comments, @-mention teammates, and reply to comments from email notifications.
- [Searching in Baton](https://help.clientsuccess.com/en/articles/12833641-searching-in-baton.md): Learn how to search in Baton with cmd+K or ctrl+K to quickly jump to projects and tasks, plus filter task titles within a project list view.
- [Project Overview / Task Insights](https://help.clientsuccess.com/en/articles/12833640-project-overview-task-insights.md): Understand Baton Task Insights on the Project Overview page, with Due Next, Due Last, Problematic, Impactful, and Stuck task views for drill-down.
- [View as a Client](https://help.clientsuccess.com/en/articles/12833639-view-as-a-client.md): Learn how to use the View as Client option in Baton Project Actions to preview exactly what clients see, including hidden tasks and attachments.
- [Project Health](https://help.clientsuccess.com/en/articles/12833638-project-health.md): Understand Baton Project Health, a stoplight status tracker with notes you can log per project and display in List View and Status Reports.
- [Project Status Report](https://help.clientsuccess.com/en/articles/12833637-project-status-report.md): Learn how to create and send a Baton project status report by email, customize the subject and summary, and route reports to a Slack channel.
- [Client Task Management](https://help.clientsuccess.com/en/articles/12833636-client-task-management.md): Learn how to enable client task management in Baton so clients can create and edit tasks, with workspace admin settings and per-project controls.
- [Dateshift](https://help.clientsuccess.com/en/articles/12833634-dateshift.md): Learn how to use Dateshift in Baton to move an entire project timeline or shift selected task dates forward or backward with the Schedule button.
- [Baton Custom Fields](https://help.clientsuccess.com/en/articles/12833632-baton-custom-fields.md): Learn how to create and manage Baton custom fields, including dropdown, numeric, free text, date, and date formula types across templates and projects.
- [Flexible Phases](https://help.clientsuccess.com/en/articles/12833631-flexible-phases.md): Learn how to create, delete, reorder, and filter project phases in Baton from Workspace Management settings, templates, and project views.
- [Time Tracking](https://help.clientsuccess.com/en/articles/12833630-time-tracking.md): Learn how to track billable and non-billable time in Baton: estimated effort, tracking time on tasks, timesheets, defaults, and weekly reminder emails.
- [Baton Sub Templates](https://help.clientsuccess.com/en/articles/12833617-baton-sub-templates.md): Learn how to create Baton Sub Templates and apply multiple templates to new or existing projects, plus how Sub Templates differ from base templates.
- [Task Dependency](https://help.clientsuccess.com/en/articles/12833628-task-dependency.md): Learn how to create task dependencies in Baton, read dependency icons, and configure Dependency Dateshift settings to auto-shift dependent task dates.
- [Templates](https://help.clientsuccess.com/en/articles/12833627-templates.md): Learn how to convert existing Baton projects into templates, then access, edit, duplicate, and manage templates from the Portfolio view.
- [Create and Plan a Project](https://help.clientsuccess.com/en/articles/12833626-create-and-plan-a-project.md): Learn how to create and plan a project in Baton: add milestones, tasks, subtasks, checklists, attachments, dateshift, bulk edits, and invite your team.
- [Data Bar](https://help.clientsuccess.com/en/articles/12833625-data-bar.md): Understand the Baton Data Bar on List and Kanban views, covering project status, due vs completed projects, contract values, and the Baton Score.
- [Project Completion & Termination](https://help.clientsuccess.com/en/articles/12833624-project-completion-termination.md): Learn how to mark a project complete or terminate it in Baton using the project status dropdown, plus related team email notifications.
- [Time to Launch \(TTL\)](https://help.clientsuccess.com/en/articles/12833623-time-to-launch-ttl.md): Learn how to configure and report on Time to Launch \(TTL\) in Baton, including setting start and end dates at the template or project level.
- [Time Entries](https://help.clientsuccess.com/en/articles/12833622-time-entries.md): Learn how to add, edit, delete, sort, and filter time entries on the Time Entries page under the Resources tab in Baton.
- [Resource Planning](https://help.clientsuccess.com/en/articles/12833621-resource-planning.md): Learn how Baton Resource Planning shows weekly team member capacity, allocation, and time estimates to identify over or under-allocated resources.
- [Uploading a Project Plan](https://help.clientsuccess.com/en/articles/12833620-uploading-a-project-plan.md): Learn how to upload a project plan to Baton via CSV using the standardized template, map columns, and resolve validation issues before import.
- [Project Baseline](https://help.clientsuccess.com/en/articles/12833619-project-baseline.md): Learn how to set a project baseline in Baton to snapshot your timeline, configure baseline capture preferences, and compare planned vs actual schedules.
- [Projected Due Date and Risk Updates](https://help.clientsuccess.com/en/articles/12833618-projected-due-date-and-risk-updates.md): Understand how Baton calculates a project's projected completion date and classifies project and task risk as low, medium, or high.
- [Archive Projects](https://help.clientsuccess.com/en/articles/12833635-archive-projects.md): Learn how to archive, unarchive, view, and delete Baton projects to keep list and board views focused on active work while retaining history.
- [Configuring and Managing User Roles in Baton](https://help.clientsuccess.com/en/articles/13552666-configuring-and-managing-user-roles-in-baton.md): Setting up user roles in Baton allows you to manage permissions and task assignments effectively across your workspace. Based on the documentation provided, here is a structured, step-by-step guide...
- [Baton \> Project Merge](https://help.clientsuccess.com/en/articles/15234484-baton-project-merge.md): Understand how a Baton project merge works, including which tasks, milestones, and records move to the target, conflict rules, and what gets deleted.
- [Baton :: Client Sign-Off on Tasks](https://help.clientsuccess.com/en/articles/15675803-baton-client-sign-off-on-tasks.md): Learn how to require client sign-off on tasks in Baton, what clients experience, and how sign-off status is tracked throughout a project.
- [Getting Started with Forms](https://help.clientsuccess.com/en/articles/12833643-getting-started-with-forms.md): Learn how to build Baton Forms to collect kickoff documents, project data, and customer feedback, and add forms to templates and projects.
- [Client Presentation Mode](https://help.clientsuccess.com/en/articles/12833644-client-presentation-mode.md): Learn how to use Client Presentation Mode in Baton to walk clients through a project in their view while still editing tasks, hiding internal details.
- [Project View](https://help.clientsuccess.com/en/articles/12833645-project-view.md): Understand the Baton Project View, covering overview, notes, task list, subtasks, attachments, bulk task upload, pausing, risk, and status reports.
- [Baton - Board View](https://help.clientsuccess.com/en/articles/12833646-baton-board-view.md): Understand the Baton Board View kanban of projects by phase, with Quick View details, phase editing, filters, and projected completion and risk.
- [List View](https://help.clientsuccess.com/en/articles/12833647-list-view.md): Learn how to use Baton List View to see all projects in one table, customize and freeze columns, filter and sort, open Quick View, and check My Tasks.
- [Timeline View](https://help.clientsuccess.com/en/articles/12833648-timeline-view.md): Understand Baton's Timeline \(Gantt\) View to visualize project tasks, dependencies, and delays, drag and drop dates, and filter by team or status.
- [Data Dashboard](https://help.clientsuccess.com/en/articles/12833649-data-dashboard.md): Learn how to use the Baton Data Dashboard to track project trends, contract value, and active project status, add cards, and share view-only links.
- [Saved Filters](https://help.clientsuccess.com/en/articles/12833650-saved-filters.md): Learn how to create, apply, and manage Saved Filters in Baton to customize project views, set a default view, and rename or delete filter groups.
- [Client View](https://help.clientsuccess.com/en/articles/12833651-client-view.md): A client guide to Baton covering the Status Tracker, tasks, activity feed comments, attachments, Timeline view, team page, and milestone feedback.
- [Baton Workspace Currency](https://help.clientsuccess.com/en/articles/12833652-baton-workspace-currency.md): Learn how to change the Baton workspace currency under Admin Settings, Customization, Terminology to update the currency shown across projects.
- [ClientSuccess / Baton Integration \(V2 - Customer & User Sync\)](https://help.clientsuccess.com/en/articles/12833653-clientsuccess-baton-integration-v2-customer-user-sync.md): Learn how the V2 ClientSuccess Baton integration syncs customer records and vendor users, with ClientSuccess as the source for clients and logins.
- [Working Days](https://help.clientsuccess.com/en/articles/12833654-working-days.md): Configure working days and holidays in Baton so task duration, risk, and Dateshift calculations skip non-working days at workspace or project level.
- [Client Directory](https://help.clientsuccess.com/en/articles/12833656-client-directory.md): Learn how to manage the Baton Client Directory in Workspace Management, create client companies with logos, and merge duplicate client records.
- [What Can Baton Admins Do?](https://help.clientsuccess.com/en/articles/12833658-what-can-baton-admins-do.md): Understand Baton admin permissions, including managing users, workspace info, integrations like Jira and Salesforce, and how to make a user an admin.
- [Project Settings and Reports](https://help.clientsuccess.com/en/articles/12833659-project-settings-and-reports.md): Learn how to access Baton project settings to edit details, manage attachments, upload client logos, edit the project team, and view client feedback.
- [Departments](https://help.clientsuccess.com/en/articles/12833660-departments.md): Learn how to create and manage Departments in Baton to group vendor users and tasks, assign members and tasks, and organize workload across projects.
- [Profile & Account Settings](https://help.clientsuccess.com/en/articles/12833661-profile-account-settings.md): Learn how to manage Baton profile settings, email notification preferences, workspace management, team members, data export, and email previews.
- [Baton - All Notifications](https://help.clientsuccess.com/en/articles/12833663-baton-all-notifications.md): Understand every Baton email notification: task reminders, project invitations, milestone feedback, summaries, and which alerts users can opt out of.
- [Hubspot Integration](https://help.clientsuccess.com/en/articles/12833665-hubspot-integration.md): Learn how to connect HubSpot to Baton to auto-import projects from deals, configure import rules, field mapping, template mapping, and link companies.
- [Explore Baton's API with Postman](https://help.clientsuccess.com/en/articles/12833669-explore-baton-s-api-with-postman.md): Learn how to explore the Baton API using Postman by importing the Swagger file, setting baseUrl and apiKey variables, and configuring authorization.
- [Baton Salesforce Integration](https://help.clientsuccess.com/en/articles/12833668-baton-salesforce-integration.md): Learn how to connect Salesforce to Baton to auto-create projects from Opportunities, set import rules, sync fields both ways, and map templates.
- [Jira Cloud Integration](https://help.clientsuccess.com/en/articles/12833666-jira-cloud-integration.md): Learn how to set up the Baton Jira Cloud integration to create Jira issues from Baton tasks, sync statuses two-way, and link tickets to projects.
- [Updates to Risk in Baton](https://help.clientsuccess.com/en/articles/12833670-updates-to-risk-in-baton.md): Understand how risk visibility changed in Baton: High/Medium/Low risk details are hidden from client views while project managers keep risk tools.
- [Template Improvements](https://help.clientsuccess.com/en/articles/12833671-template-improvements.md): Understand Baton template improvements: working-day based timelines, drag-and-drop task durations, and project previews by start or due date.
- [Project Create & Setup Flow](https://help.clientsuccess.com/en/articles/12833672-project-create-setup-flow.md): Learn how to create a project in Baton with the updated setup flow: apply templates, add milestones and tasks, set details, and invite your team.
- [Generating Logs \(Chrome\)](https://help.clientsuccess.com/en/articles/12833673-generating-logs-chrome.md): Learn how to generate HAR network logs and console logs in Chrome Developer Tools to help troubleshoot Baton issues and attach them to support tickets.

## Product Signals

- [ClientSuccess - Syncing Customers](https://help.clientsuccess.com/en/articles/12930688-clientsuccess-syncing-customers.md): Sync & import customers from ClientSuccess
- [Jira Integration](https://help.clientsuccess.com/en/articles/12930679-jira-integration.md): Learn how to set up the Product Signals Jira integration with the Forge App to link Jira tickets to Signals and create deeplinks back to Jira.
- [Installing Zapier Integration](https://help.clientsuccess.com/en/articles/12930703-installing-zapier-integration.md): Setting up the Zapier integration
- [Slack Integration Instructions](https://help.clientsuccess.com/en/articles/12930770-slack-integration-instructions.md): Learn how to set up the Product Signals Slack integration, including linking your Slack workspace, choosing a notification channel, and authenticating users.
- [Updating your Microsoft 365 Integration Credentials](https://help.clientsuccess.com/en/articles/13764210-updating-your-microsoft-365-integration-credentials.md): Learn how to update your Microsoft 365 email integration credentials in ClientSuccess by disconnecting and reconnecting under Email Authentication.
- [How to Update your Microsoft Calendar Integration Credentials](https://help.clientsuccess.com/en/articles/13796046-how-to-update-your-microsoft-calendar-integration-credentials.md): Learn how to update your Microsoft Calendar integration credentials in ClientSuccess by disconnecting and reconnecting under Calendar Authentication.
- [Creating Product Areas](https://help.clientsuccess.com/en/articles/12930706-creating-product-areas.md): Learn how to create Product Areas in Product Signals Admin Settings to organize signals by product usage and assign owners who get notifications.
- [Creating Themes](https://help.clientsuccess.com/en/articles/12930714-creating-themes.md): Learn how to create Themes in Product Signals to organize signals by feedback type, such as unexpected behavior or big ideas, with one theme per signal.
- [Baton - How to set up an authenticator app](https://help.clientsuccess.com/en/articles/15705727-baton-how-to-set-up-an-authenticator-app.md)

## Getting Started

- [Alerts & Notifications Overview](https://help.clientsuccess.com/en/articles/14477249-alerts-notifications-overview.md): ClientSuccess offers real-time and daily digest alerts based on customer health and activity to help drive efficiency and flag potential risk and opportunity. This article provides a definition o...

## Global Settings

- [Auto-Generate Pulse from Meeting Intelligence](https://help.clientsuccess.com/en/articles/14628376-auto-generate-pulse-from-meeting-intelligence.md): Auto-generate a Pulse from every Meeting Intelligence output, powered by SmartCS AI — plus edit any past pulse directly from Pulse History to keep health data accurate.
- [Customizing your Meeting Intelligence bot \(name + image\)](https://help.clientsuccess.com/en/articles/15368501-customizing-your-meeting-intelligence-bot-name-image.md): Personalize the name + image your Meeting Intelligence bot uses when it joins your calls — set both from Global Settings.
- [Custom Field Settings for Clients and Contacts](https://help.clientsuccess.com/en/articles/15422894-custom-field-settings-for-clients-and-contacts.md): Learn how admins can create custom fields in ClientSuccess Global Settings \> Field Settings
- [Engagement Tags](https://help.clientsuccess.com/en/articles/15588891-engagement-tags.md): Using Tags in Engagements to apply a layer of context or taxonomy that aligns to your business.

## Integrating ClientSuccess with Third-party Apps

- [Getting API Access and Troubleshooting Integration Issues](https://help.clientsuccess.com/en/articles/15484985-getting-api-access-and-troubleshooting-integration-issues.md): How to get ClientSuccess API access, where API keys live, and a step-by-step checklist for diagnosing CRM and integration sync issues before contacting support.

## Reports

- [Exporting and Reporting on Customer Data](https://help.clientsuccess.com/en/articles/14728612-exporting-and-reporting-on-customer-data.md): A guide to every export method in ClientSuccess — which to use, who can access it, what's included, plus step-by-step recipes for the most common report requests.

## Best Practices

- [How do I view churned customers I want to win back?](https://help.clientsuccess.com/en/articles/15607626-how-do-i-view-churned-customers-i-want-to-win-back.md): How to find and view churned customers you're trying to win back using reports in ClientSuccess.

## Privacy and Security

- [ClientSuccess and GDPR](https://help.clientsuccess.com/en/articles/12833907-clientsuccess-and-gdpr.md): Understand how ClientSuccess complies with GDPR as a data processor, including DPO contact, Data Processing Agreements, and EU privacy obligations.
- [Security at ClientSuccess](https://help.clientsuccess.com/en/articles/12833909-security-at-clientsuccess.md): Understand ClientSuccess security practices, including AWS hosting, data encryption, OAuth 2.0, SOC 2 Type 2 attestation, and incident response.
- [Terms of Usage and Privacy Policy](https://help.clientsuccess.com/en/articles/12833910-terms-of-usage-and-privacy-policy.md): Find links to the ClientSuccess Terms of Service and Privacy Policy and learn how the platform collects, uses, and shares user information.
- [ClientSuccess' Google App - Limited Use Disclosure](https://help.clientsuccess.com/en/articles/12833829-clientsuccess-google-app-limited-use-disclosure.md): Understand the ClientSuccess Google App Limited Use Disclosure and how data from Google APIs adheres to the Google API Services User Data Policy.

## Troubleshooting

- [Fix: Microsoft 365 / Outlook email stopped syncing — re-authenticate your ClientSuccess connection](https://help.clientsuccess.com/en/articles/15436105-fix-microsoft-365-outlook-email-stopped-syncing-re-authenticate-your-clientsuccess-connection.md): If your Microsoft 365 / Outlook emails stopped syncing into ClientSuccess, your connection likely lost authorization \(often after a password change\). Re-authenticate by disconnecting and reconnecti...
- [Fix: Microsoft 365 email won't connect — "Need admin approval" / admin consent required](https://help.clientsuccess.com/en/articles/15520296-fix-microsoft-365-email-won-t-connect-need-admin-approval-admin-consent-required.md): If connecting your Microsoft 365 / Outlook email shows "Need admin approval," an M365 admin must grant consent for the full set of OAuth scopes ClientSuccess requests. Includes the scope list, Entr...

## CS - MCP

- [MCP Server \(Labs\) — What It Can and Cannot Access](https://help.clientsuccess.com/en/articles/16240954-mcp-server-labs-what-it-can-and-cannot-access.md)
- [Connecting to the ClientSuccess MCP Server \(Labs - Claude\)](https://help.clientsuccess.com/en/articles/16301856-connecting-to-the-clientsuccess-mcp-server-labs-claude.md): Connect Claude to your ClientSuccess data with the MCP server — read-only access to health, renewals, NPS, tasks, and portfolio performance.