Managing Your Portfolio
My Portfolio
- My Portfolio - Video Tutorial ⏯
- User who is part of few teams - what will I see in My portfolio
- Search For Customers By Account Id
- My Portfolio Overview
- Agenda Overview
- My Portfolio Personal folder
Account Profile
- Account Profile View - Video Tutorial ⏯
- Unified Contacts Across the Hierarchy
- Advanced Account Timeline Overview
- Objectives Library for Outcome SuccessPlans
- Share your Plan with account contacts in a customer portal
- Document your customers Outcome SuccessPlan
Tasks & Touchpoints
- Reassign Open Tasks when Account Ownership Changes
- Email To TouchPoint: CC / BCC Default
- What is the purpose of "Associate with users" field while creating a task?
- Does a user need to be a contact in order for Email-To-Touchpoint to work?
- Tasks Overview
- Creating and Managing Tasks