Managing Your Portfolio

My Portfolio

• Search For Customers By Account Id
• My Portfolio Overview
• Agenda Overview
• My Portfolio Personal folder
• A day in a life of a Customer Success Manager [Webinar]
• CSM Portfolio Segment

Account Profile

• Account Profile Overview
• Account Profile Customization
• Enhancing your Account Profile Header with Custom Metrics and Hierarchy Roll-Ups
• Analyze Customer Information Using Trend Charts
• Totango Key Metrics: Engagement Score, Usage Frequency, Time Spent, Active Users and License Utilization
• Adding Assets to the Account Profile

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Tasks & Touchpoints

• Tasks Overview
• Creating and Managing Tasks
• Follow-up Tasks
• Touchpoints Overview
• Using Email-to-Touchpoint to Simplify Your Workday
• How to accelerate productivity using Totango [Webinar]

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