Managing Your Portfolio

MyPortfolio

• A day in a life of a Customer Success Manager [Webinar]
• CSM Portfolio Segment

Account Profile

• Account Profile Customization
• Analyze Customer Information Using Trend Charts
• Enhancing your Account Profile header with Custom Metrics and Hierarchy Roll-Ups
• Totango core metrics: Engagement score, usage frequency, time spent, active users and license utilization
• Account Scorecard - Easily Consume and Understand Your Customer State
• Adding Assets to the Account Profile

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Tasks & Touchpoints

• How to accelerate productivity using Totango [Webinar]
• Using Email-to-Touchpoint to Simplify Your Workday
• Follow-up Tasks
• Increase Productivity and Accountability by tracking and reporting on team tasks [Webinar]