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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.

  • Configuring User Details

    Overview This section will help you understand how to configure Customer User Details where you can map User roles and user personas so that we can map every user. Who is this for? This article is for...

  • Attaching important documents to your Account

    Objective This article will assist you in managing customer specific Files and Attachments from the Account 360 page in CustomerSuccessBox Who’s this for? This article is for each and every member of ...

  • Configuring Customer Lifecycle Stages

    Overview This section will help you understand how to configure the Customer Lifecycle.  Lifecycle stages will help you categorise the customer and define strategies best suited during that stage. It ...

  • Configuring Subscription Statuses

    Overview This section will help you understand how to configure Customer Subscriptions status. Subscription status will give you information about the payment status for the account. Also, you can cat...

  • Configuring Team Roles

    Overview Most of the times, there are multiple owners of a single account in a single lifecycle stage or multiple lifecycle stages. For example, companies divide the portfolio with Onboarding Managers...

  • 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 Global Currency settings

    Overview This section will help you understand how to configure global currency in CustomerSuccessBox. If you have a global business & accept payment from multiple currencies, then this setting will h...

  • Configuring Team Activity/Event Type

    Overview This section will help you understand how to configure Team activity. You can create alerts or tasks based on different event types. It can also help you to measure the level of engagement ba...

  • Configuring Team Roles

    Overview Most of the times, there are multiple owners of a single account in a single lifecycle stage or multiple lifecycle stages. For example, companies divide the portfolio with Onboarding Managers...

  • Importing data using a CSV file

    Overview This section will help you understand how to import data in CustomerSuccessBox. You can import data either by integrating third-party applications to CustomerSuccessBox or using a CSV file. W...