Managing Your Portfolio
My Portfolio
- My Portfolio - Video Tutorial ⏯
- How will Pinned accounts affect My portfolio?
- 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
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
- Does a user need to be a contact in order for Email-To-Touchpoint to work?
- Tasks Overview
- Creating and Managing Tasks
- Follow-up Tasks
- Touchpoints Overview
- Using Email-to-Touchpoint to Simplify Your Workday