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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.

  • 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

    CustomerSuccessBox allow to create Custom Lifecycle Stages to track an Account's progress through these stages. You can create custom stages if your business case needs a few - but they will always be...