Daily Use

• Explore the My Portfolio redesign
• Understand Workspace
• View accounts by assignment
• Define portfolio scope
• Manage your tasks
• Manage workspace activity

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• Understand My Business
• Manage your book of business
• Manage your book by status + stage
• Manage your book by Risk + Health

• Understand segments
• Create and save segments
• Segmentation data points
• Use segment triggers and tag automation
• Use segment views
• Use segment progress view

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• Understand account profiles
• Update and track key data points
• Analyze health at the account level
• Set revenue forecasts
• Understand user profiles
• Manage contacts

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• Understand touchpoints
• Understand tasks
• Understand flows
• Create and manage touchpoints
• Create touchpoints from email
• Create touchpoints from Gmail (Touchpoint Connect)

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• Analyze health by segment and team
• Analyze revenue forecasts by team
• Monitor account coverage
• Monitor work focus
• Monitor usage for all accounts

• Understand opportunity management
• Understand opportunity profiles
• Create opportunity segments
• Add new opportunities from a form

• Understand Totango apps
• Understand Totango user licenses
• Use Totango as a Contributor
• Use Totango as a Viewer
• Use Zoe to share information from Totango
• Use Zoe in Slack

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