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Adding users while logging events/emails

Overview:

With this enhancement, you will be able to add "users" to Account while adding an event or sending an email.

Who's this for?

This is for the CSMs or Account Managers who are using CSB everyday & logging events or sending emails from CSB.

What will I be able to achieve?

https://www.loom.com/share/82eac6be14964cf797dec031af607200


Announcing| Adding Users while logging events & sending emails — Watch Video





Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point-of-contact for any queries or assistance. You may also,

  1. Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat icon in the left side navigation bar

  2. Create a conversation from here

  3. Send an email to support@customersuccessbox.com








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  1. Anu Dudhat

  2. Posted
  3. Updated

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