Managing Your Portfolio
My Portfolio
- My Portfolio - Video Tutorial ⏯
- 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]
Account Profile
- Account Profile View - Video Tutorial ⏯
- Share your Plan with account contacts in a customer portal
- Document your customers Outcome SuccessPlan
- Account Profile Overview
- Account Profile Customization
- Enhancing your Account Profile Header with Custom Metrics and Hierarchy Roll-Ups
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]