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Account's Timeline

Various Events and Occurrences happen over an Account's Lifecycle Journey and these events need to be tracked and managed for the effective and efficient management of an Account by the Customer Success Manager.

CustomerSuccessBox provides the solution by providing the Timeline of Account's Activities. 

The Timeline will include the details as:

The Timeline will be visible under the Engagement Section on the Account's Page.


<space for timeline image>

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  1. Puneet Kataria

  2. Posted
  3. Updated

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