A view into all the accounts for the Customer Success Team to keep their eyes on - who is feeling great, who isn't, and when are accounts up for renewal so that we can keep them happy and continuing to use our products and services.
View top-level account info such as Revenue, Feeling, other system insights, and contacts to be the most prepared to make this customer successful.
A list of the things that the team needs to follow-up on and do after a meeting. Click the check box when you've completed them.