The enhanced Segment view within Totango allows users to view the touchpoints and tasks for accounts within a segment quickly and effectively with minimum clicks. Use this in status review or 1:1's with your CSM teams. The timeline view provides a running history of the tasks and touchpoints for the accounts while the Work view provides a running view of the tasks for each account.
The list view provides a tabular view of accounts within a segment.
The Progress view provides a grouped status view of all accounts in different lifecycle statuses.
The timeline view provides a running view of the timeline of all the accounts in the segment.
Use the work view to see the overdue and completed tasks for the accounts in the segment.