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CSM Account Dashboard
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CSM Account Dashboard
All Accounts
All Meetings
Tasks
All Tasks
Daily Review
Today's Meetings
Customers w/o Meetings L90
Weekly Review
Accounts At Risk
Upcoming Renewals
Tasks
Keep track of the outstanding items and follow up that you have with your accounts.
Add Task
Today's Tasks
Today's Tasks
2
Done
Task
Due Date
Account
Notes
Done
Task
Due Date
Account
Notes
1
Schedule meeting with Tech Data
8/31/2022
Tech Data
2
Schedule meeting with Windstream Holdings
8/31/2022
Windstream Holdings
3
Schedule meeting with Public Service Enterprise Group
5/11/2023
Public Service Enterprise Group
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Future Tasks
Future Tasks
2
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