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Proactive Customer Care at FullStory
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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
John's space
John's Customers
John's Customers
Add New PC Customer
Customer Name
Primary Contact(s)
Account Note
Monthly Recurring Revenue (MRR)
Renewal Date
Status
Salesforce Link
Fullstory Org ID
Coda Link
Customer Name
Primary Contact(s)
Account Note
Monthly Recurring Revenue (MRR)
Renewal Date
Status
Salesforce Link
Fullstory Org ID
Coda Link
1
Mailchimp
Niko Ortiz
Niko works with the data science team and will possibly bring them in.
$10,000
12/4/2018
🎭 At Risk
sfdc.com
912056
coda.io/d/xyz
2
Stuff You Should Know
Hilary Sparks
Every time we meet, they show me stuff we never knew Fullstory could do.
$800
7/18/2019
🎵 Good
sfdc.com
218671
coda.io/d/xyz
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