My Portfolio

My Portfolio is the Customer Success Managers "Home" for daily workflow and prioritization.

Gain visibility into performance at each stage of the customer journey by actively monitoring your customers’ health scores, usage, and status in one place. Act on notifications alerting you to accounts that require immediate attention; proactively engaging at scale, resulting in increased productivity and a lower churn rate.

In this video, you will learn:

  • How to manage your day from one screen
  • How to take action based on workflow generated alerts


Video Length | 3:16

Level | Beginner

Prerequisites | Upload My Data, Intro to Success Plays, Intro to Campaigns