SuccessTeam Management
Current SuccessTeam creation relies on independent steps of defining team members and specifying account set that makes up a team. With this release, customers can additionally create SuccessTeam that are team member based. In this team you start with individual teams and let the system automatically define the team's account set based on each team members role in account team.
Role Based Access Control
Role based access control allows customers to control access to various functions in the application based on users roles on the account team and SuccessTeam. Customers can define account role permissions and also create custom SuccessTeam roles and assign to users with application level permissions.
System Users Bulk Upload
Totango helps admins be more effective using bulk create and bulk invite users. Global admins can initiate and manage Totango system users by simply uploading a system users file.
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Attributes Default Values
Increase your information coherence and express your business data better by controlling the default behavior of attributes in Totango. By defining the attribute default values, you can control what will happen whenever an empty value is synced to Totango.
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Ability to define My Portfolio by Account Types
In Advanced team settings you can define the My Portfolio settings with Account Type filters so the accounts in "My Portfolio" section of the application for each team member reflects accounts with the right account type.
Edit SuccessPlay and Campaign criteria
SuccessPlay and Campaign criteria is editable in a SuccessBLOC after selecting an existing Segment criteria. This allows you to start with an existing segment criteria and further edit it when necessary