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ImpactPilot
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Pieter Boon

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richmackey on April 26, 2024
New Customer Success Workspace - Doesn't Filter By Lifecycle Stage
We turned on the public. beta of the new Customer Success Workspace to try it out. Really want our Account Managers to be able to monitor and update how their clients are feeling, etc. Funny thing is. It pulls ALL contacts under that contact read more
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ImpactPilot
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June 25, 2024
@richmackey Would a shared list view where you filter on customer lifecycle = customer not do the trick? Alternatively; I a...read more
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