You will find various articles on varied topics under this section.
Various Events and Occurrences happen over an Account's Lifecycle Journey and these events need to be tracked and managed for the effective and efficient management of an Account by the Customer Succe...
Enabling email notifications If you've enabled email notifications, you'll receive multi emails that contain all assignment, Reminder and Alert notifications with HTML and plain text copies of the ema...
This article will help you in gaining an understanding some of CustomerSuccessBox metrics and how they are calculated. For more details, check out their articles. Product Stickiness Product Stickin...
Overview This article will help you in figuring out which attribute is best for you as per you use case. Best way to decide this is to figure out what kind of values the attribute is going to hold. Pl...
Overview This section will help you understand how to create an email template that can later be used during the customer journey or by sending out email notifications. Here, you will also learn how t...