VIDEO Training
Customers 360
2 min
description discover how to monitor and analyze user activity gain insights into customer behavior through overview, actions, usage, and activity enhance customer understanding utilize tags, health scores, csm rating, promoter score, csat score, and lifecycles to gauge customer satisfaction and interactions manage client relationships learn the practical skills to interact with clients through notes, tasks, client interactions, task creation, tickets, and people optimize communication streamline your communication process with tools to add a note, send an email, add a task, and manage other client interactions access financial insights explore the metrics, financial data, and custom data sections to obtain a clear financial view of your business relations efficiently organize resources manage your files, campaigns, and other resources effectively through files and attributes sections
