Search
K
Home
App Modules
Custify Overview
Sending Data to Custify
Custify Foundation
Internal KB
Product video
Customer List View
Customer 360° Profile
Segments
Tasks
Lifecycles
Playbooks
Health Scores
Calculated Metrics
CustifyAI
Surveys
Touchpoints
Insights
Settings
Integrations
Signals
Customer Portal
Best Practices
Focus Session
Time Tracking
Custify Sidekick Chrome Extension: How-to Guide
Playbooks
Health Scores
Calculating the Time in Onboarding
Calculated Metrics - Best Practices
Normalized Metrics
Assigning Customers to CSMs
Sending Bulk Emails
How to calculate and report on Active Users?
Should I keep churned companies in Custify
Insights – Best Practices
Approval Flow & When to Use it
Tracking Customer Activity with Time in Product
Usage Trends
Product Updates
2026
2025
2024
2023
2022
2021
FAQs
How do I mark a customer as churned?
What is a Parent-Child relationship?
What is the difference between Lifecycles and Playbooks?
How often are metrics recalculated?
CSM Assignment in Parent-Child Relationship
Enabling Hubspot 2-way Sync
Enabling Salesforce 2-way Sync
Health scores are green, but the Global Health Score is red – why?
How to “unchurn” a company?
Rolling up health scores from children to parents
How do I enable the Microsoft Teams integration?
How do I enable the Gmail integration?
How do I enable two-factor authentication?
How are the dates and times exported from Custify?
How does the CSV Data Importer work?
Can I manually create attributes in Custify?
VIDEO Training
Settings
Customers
Customers 360
Segments
Tasks
Lifecycles
Playbooks
Health Scores
Calculated Metrics
Surveys
Touchpoints
Eguides & Ebooks
Docs powered by
Archbee
Best Practices
1 min
PREVIOUS
Customer Portal
NEXT
Focus Session
Docs powered by
Archbee
Docs powered by
Archbee