Gallery

Intercom UpWork

Tasks

Meetings

Upwork Summary

Email Set Up

Content Tasks

Customer Support Contact Workflows

[In Progress] Company Attributes

[In Progress] Conversation Attributes

[In Progress] Customer Attributes

Explore

[In Progress] Company Attributes

Onboarding

Go live date

Onboarding start date

Onboarding lead

Migrations lead

Professional services

Dedicated support

Dedicated support discounted

Account Manager

Company lifecycle

Initiated churn date

Begin churn date

Exit date

Credit card transfer date

Exit migration date

Site close date

Data erasure date

Business Info

Franchise

Yes/No

Software tier

Number of locations

Previous software

Sales rep

Marketing suite

Yes/No

Branded app

Yes/No

Lifecycle

Walla software

Software churn risk

Software churn save in progress

Software churn start

Recent software churn save

Software churn exit

Software churn reason

Software migration exit date

Marketing suite

MS churn risk

MS churn save in progress

MS churn start

MS churn save

MS churn exit date

MS churn reason

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