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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.

  • Integrating third-party applications with CustomerSuccessBox

    Overview This section will help you understand how to integrate third-party applications with CustomerSuccessBox. These integrations will automatically import the data from third-party systems which c...

  • Configuring Team members

    Overview This section will help you understand how to add Team members and give them the required access to the product. You can even disable the Users, reset the password & give options to export. Wh...

  • Configuring Custom attributes

    Overview This section will help you understand how to configure & manage custom attributes/properties in CustomerSuccessBox. Any data that is not a part of standard CustomerSuccessBox attributes, you ...

  • Managing Invoices & Financial Health in CustomerSuccessBox

    Objective This article will assist you in understanding where to see the Invoices. Along with how to set up data for financial health and alerts related to Invoices for your customers. This article wi...

  • Two-Factor Authentication

    Overview This section will help you understand how to configure Two-Factor Authentication or how to increase the security while logging into CustomerSuccessBox.  Who is this for? This article is prima...