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CustomerSuccessBox
CustomerSuccessBox's User Guide
Category description:
This section will be helpful to Customer Success Managers in using the CustomerSuccessBox Platform.
Segments
Configure and leverage Account Segments
Configure and leverage User Segments
Health Score Metrics
Product Stickiness
Time Spent
Total Active Users
See all 14 articles »
Health 360
Health 360 for CSMs
Configure Health 360
FAQs- Health
Alerts
Configure and leverage Alerts
Product Adoption Milestones
Configure and leverage Product Adoption Milestones
Business Outcomes
Account specific Business Outcomes
Business Outcome State
Global Business Outcomes
PlayBooks
Creating a Playbook
Associating Goals with Playbook
Associating Milestones
See all 5 articles »
User Journeys
User Journeys : Getting Started
Step 1: Define Entry Enrollment criteria for User Journey
Step 2: Define Action(s) for User Journey
See all 5 articles »
Actionability (Log and Communicate)
Attaching important documents to your Account
Sorting & Filtering Tickets, Invoices, Subscriptions and Tasks for individual Accounts
Tasks
See all 6 articles »
Timeline
Account's Timeline
Custom Attributes
User Roles and Personas
Custom Feature Attributes
Custom User Attributes
See all 4 articles »
Configuring CustomerSuccessBox
Configuring Lifecyle Stages
Portfolio Dashboard
Reviewing and acting on your portfolio by leveraging Portfolio Dashboard
Team Management and Profiles
Team Management and Profiles
Account Journeys
Account Journeys : Getting Started
Step 1: Define Entry Enrollment criteria for Account Journey
Step 2: Define Action(s) for Account Journey
See all 5 articles »
Lists
FAQs on Lists