Did you know that you can narrow your Command Center to only include information about certain accounts - for example, only accounts coming up for renewal in the next 90 days? In this week’s installment of Tips and Tricks, watch Bri Adams, CS Team Lead, to learn how you can filter your command center with additional Segments.
Articles in this section
- Tips and Tricks - Automated Follow Ups on Emails Sent from Plays
- Tips and Tricks - Managing Alerts
- Tips and Tricks - Meeting Follow Ups Made Easy
- Tips and Tricks - Recurring Tasks on an Account
- Tips and Tricks: Column Sets
- Tips and Tricks - Re-Ordering Your Account Profile
- Tips and Tricks - Filtering Your Command Center
- Tips and Tricks - Hyperlink Images
- Maximizing the Impact of In-App Communication
- Surprising and Delighting Your Customers with ChurnZero
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