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What are best practices for setting up Success Teams?0 votes0 comments
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Max number of segments in a report?0 votes1 comment
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Can I change the names of column headers?0 votes1 comment
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Has anyone ever set up a "Welcome Email" campaign before?1 vote2 comments
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What SuccessBLOCs should I have? Answered0 votes1 comment
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How do I move a campaign from one SuccessBLOC to another? Answered0 votes1 comment
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What happened to my segments?0 votes1 comment
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Health criteria - how much too much?0 votes0 comments
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How many health models should I have?0 votes0 comments
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Is it possible to report on aggregate health changes over time?0 votes1 comment
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What is the "Quality Score" in my portfolio? Answered0 votes2 comments
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How do I update the list of accounts that make up my portfolio? Answered0 votes2 comments
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What are you doing to predict churn at your company?0 votes0 comments
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When should you introduce CSMs to customers?0 votes2 comments
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What would a CSM 30/60/90 plan outline look like?0 votes0 comments