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  1. CustomerSuccessBox

CustomerSuccessBox's User Guide

This section will be helpful to Customer Success Managers in using the CustomerSuccessBox Platform.

  1. Health Score Metrics

    1. Time Spent
    2. Total Active Users
    3. Daily Active Users
      4. See all 13 articles »

  2. Health 360

    1. Health 360 for CSMs
    2. Configure Health 360

  3. Actionability (Log and Communicate)

    1. Whitelist CustomerSuccessBox Gmail OAuth App as a Trusted App in G-suite
    2. Connecting Microsoft Office365 mailbox
    3. Logs
      4. See all 7 articles »

  4. Timeline

    1. Account's Timeline

  5. Portfolio

    1. Customer Account Details
    2. Portfolio Overview

  6. Milestones

    1. Configure and leverage Milestones

  7. Alerts

    1. Configure and leverage Alerts

  8. Segments

    1. Configure and leverage Account Segments

  9. Custom Attributes

    1. Custom Feature Attributes
    2. Custom User Attributes
    3. Custom Account Attributes

  10. Configuring CustomerSuccessBox

    1. Configuring Lifecyle Stages

  11. PlayBooks

    1. Adding Resources to Playbook
    2. Associating Milestones
    3. Associating Goals with Playbook
      4. See all 5 articles »

  12. Outcomes

    1. Account specific Outcomes
    2. Outcome States
    3. Global Outcomes

  13. Portfolio Dashboard

    1. Reviewing and acting on your portfolio by leveraging Portfolio Dashboard

  14. Team Management and Profiles

    1. Team Management and Profiles

  15. User Journeys

    1. User Journeys : Getting Started
    2. Step 1: Define Entry Enrollment criteria for User Journey
    3. Step 2: Define Action(s) for User Journey
      4. See all 5 articles »