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Configuring CustomerSuccessBox

There are multiple ways in which you can configure CustomerSuccessBox to match your Customer Success Processes. This section covers all the configurable items.

  • Defining Primary Currency

    Overview This article will help you understand how to set up your Primary Currency on CustomerSuccessBox.  Who’s this for? If you are an Administrator or CS Ops person responsible for setting up Custo...

  • Configuring Subscription Statuses

    Overview This article will help you understand how to configure subscription statuses on CustomerSuccessBox. Subscription statuses allow you to define and categorise your subscriptions based on their ...

  • Leveraging Team Roles

    Overview This article will help you gain an understanding on how to create and define Team Roles in CustomerSuccessBox. It will also help you in leveraging these roles to distribute tasks among variou...

  • Configuring Lifecyle Stages

    Overview This article will help you understand how to configure lifecycle stages on CustomerSuccessBox. Custom Lifecycle Stages allow you to track an Account's progress through the different stages in...