JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Proactive Customer Care at FullStory
Share
Explore
Proactive Customer Care at FullStory
Intro
Dashboard
Accounts Dashboard
All Customers
All Action Items
Lane's space
Lane's Customers
Lane's Action Items
John's space
John's Customers
John's Action Items
Master tables
Accounts Master Table
Contacts Master Table
Meeting Master Table
Dashboard
All Customers
All Customers
Add New PC Customer
Search
King of Pops
Mailchimp
12/4/2018
Falcons
4/24/2019
Stuff You Should Know
7/18/2019
Pinterest
Delta Airlines
Customer Name
King of Pops
Status
💪 Strong
Stage
03 Customer
Account Note
Has been a great referral source for us. Also, great popsicles!
FS Dashboard
Fullstory
Monthly Recurring Revenue (MRR)
$2,000
Coda Client Doc
©️ Coda
Contract Length
Monthly
SFDC Profile
☁️ Salesforce
Renewal Date
Sales Rep
JS
John Scrugham
Success Owner
LG
Lane Greer
All Contacts
Search
1
Full Name
First Name
Last Name
Phone
Full Name
First Name
Last Name
Phone
James Knoll
James
Knoll
(954) 534-3204
There are no rows in this table
Action Items
Search
1
Done
Any Action Items?
Action Assigned
Done
Any Action Items?
Action Assigned
Send webinar link for other metrics
JS
John Scrugham
There are no rows in this table
Meeting Notes
Search
1
Date
Attendees
Notes
Any Action Items?
Date
Attendees
Notes
Any Action Items?
11/26/2018
James Knoll
Went really well!
Send webinar link for other metrics
There are no rows in this table
Show hidden columns
Gallery
Share
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.