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Should I keep churned companies in Custify
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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?
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VIDEO Training
Health Scores
2 min
description discover how to assess client health based on specific criteria, create and analyze both individual and global health scores, and effortlessly filter health scores to suit your unique business needs
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