Finding your way
The sidebar
Section titled “The sidebar”The left sidebar takes you to each part of the app. You can collapse it to icons and expand it again.
| Item | What you find there |
|---|---|
| Workspace | Your own customers and work: tasks due, your portfolio, your playbooks, success plans and opportunities. |
| Dashboard | Organization-wide numbers. Switch between Customer Overview and Leadership Insights. |
| Customers | The customer list and each customer’s page. Under it: My Customers, Expansion Potential and At-risk Customers. |
| Customer Journey | A board of your customers by lifecycle stage. |
| Projects | Playbooks, success plans, tasks, opportunities, meetings and templates across all customers. |
| Support | Your ticket queue. |
| Integrations | Your CRM connection and other connections. |
| Settings | Organization and personal settings. |
Surveys is not available yet.
The Customers shortcuts
Section titled “The Customers shortcuts”- My Customers shows the active customers assigned to you.
- Expansion Potential shows your active customers in your highest score band.
- At-risk Customers shows your active customers in your lowest score band.
See Score bands.
Workspace
Section titled “Workspace”Your starting page. It greets you by name and shows:
- My Important To-dos: overdue tasks, tasks due today, this week and in the next 7 days.
- My Portfolio Summary: your active customers, revenue, customers up for renewal in the next 90 days, customers at risk, tasks and average health score.
- My portfolio health score trend: your customers’ average health score over time.
- My Ongoing Projects: your playbooks and success plans.
- My Opportunity Summary: your upsell, cross-sell and renewal deals.
Use Week and Month to change the period.
Dashboard
Section titled “Dashboard”The same kind of numbers for the whole organization. Customer Overview shows customers, tasks, support tickets, health, meetings, calls, playbooks, success plans and opportunities. Leadership Insights shows revenue retention (NRR and GRR), churn, expansion and revenue up for renewal.
Global search
Section titled “Global search”The search box in the top bar searches across your organization. Press ⌘K on a Mac or Ctrl+K on Windows to jump to it.
Type at least 2 characters. Results are grouped into Customers, Contacts, Tickets, Opportunities, Playbooks, Success plans, Tasks, Calls & meetings and Settings, with up to 5 results per group. Pick a result to open it.
Notifications
Section titled “Notifications”Click the bell in the top bar to open your notifications.
- Switch between All and Unread.
- Click a notification to mark it as read and open the record it is about.
- Use the read/unread icon on a notification to switch it between read and unread.
- Use Mark all as read to mark every notification as read.
Choose which notifications you get, in the app and by email, in Settings › Notifications.
Your account
Section titled “Your account”Open your profile menu at the right of the top bar for My account and Log out.