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Custify Sidekick Chrome Extension: How-to Guide
Playbooks
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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
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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
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Customers 360
Segments
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Lifecycles
Playbooks
Health Scores
Calculated Metrics
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