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ChurnZero Customer Success

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Latest activity by ChurnZero Customer Success
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    ChurnZero Customer Success created an article,

    Play Step: Update Custom Table

        When adding Play Steps, you can choose to update a Custom Table Record as part of the Play. Below are are few examples showing what you can automate with this type of Play Step: When an Accou...

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    ChurnZero Customer Success created an article,

    Tips and Tricks - Automated Follow Ups on Emails Sent from Plays

    Did you know that you can set automated follow ups on the emails you send from ChurnZero Plays? Join Chase Tinkham, Customer Success Manager, to learn how!

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    ChurnZero Customer Success created an article,

    Tips and Tricks - Managing Alerts

    Want to get a better handle on managing ChurnZero's Alerts? Watch Naomi Aiken, Customer Success Team Lead, share tips on managing Alerts with daily digests, pinned alerts, and more.

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    ChurnZero Customer Success created an article,

    Tips and Tricks - Meeting Follow Ups Made Easy

    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 ca...

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    ChurnZero Customer Success created an article,

    Tips and Tricks - Recurring Tasks on an Account

    Are you curious how to setup recurring tasks in ChurnZero? Join Morgan Carson, Implementation Specialist as she shares how easy it is to create a recurring task series on an account or contact lev...

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    ChurnZero Customer Success created an article,

    Tips and Tricks: Column Sets

    Columns Sets make it easy to share meaningful views of customer data with your team, quickly view the same Segment through multiple lenses, and leverage the same view across multiple Segments. Wat...

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    ChurnZero Customer Success created an article,

    Tips and Tricks - Re-Ordering Your Account Profile

    As your processes mature, you may find the need to re-arrange fields in the ChurnZero application. The Custom Fields section allows you to do this. Watch our latest Tips and Tricks video with B...

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    ChurnZero Customer Success created an article,

    Tips and Tricks - Filtering Your Command Center

    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 in...

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    ChurnZero Customer Success created an article,

    Tips and Tricks - Hyperlink Images

    Want to take your In-App Messages or Plays to the next level? Watch Matt Schlosser, Customer Support Team Lead, share how to hyperlink an image to maximize the impact of your In-App communicati...

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    ChurnZero Customer Success created an article,

    A Day in the Life of a CSM Using ChurnZero

    Moving away from Customer Support and into Customer Success often brings up a number of different questions. How is Customer Support different than Customer Success? How do your Customer Success Ma...