The Calendar Integration allows you to easily display your customer meetings on your Command Center, but did you know you also can log activities and run plays with a few short clicks from your calendar? Watch Chase Tinkham, Customer Success Manager, walk through how to quickly follow up with an account after a meeting without leaving the Command Center.
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- 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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