Tutorials & Webinars

Tutorial: Account and User List
In this tutorial video, you'll learn how to create and use a filtered customer list. 
Fri, 4 Oct, 2019 at 7:21 PM
Tutorial: Chart Explorer
In this tutorial video, you'll learn how to create a custom report using Natero's Chart Explorer.
Fri, 4 Oct, 2019 at 7:21 PM
Webinar: Task Management
Natero's task management features will bring all of your tasks together in one place, where you can prioritize, manage, and distribute your team's w...
Fri, 4 Oct, 2019 at 7:21 PM
Webinar: Triggered Emails and Custom Dashboards
This 30-minute webinar explores two features in Natero: Triggered Emails - Send emails to your customers automatically. Custom Dashboards - Create per...
Fri, 4 Oct, 2019 at 7:21 PM
Tutorial: Account Workflows
In this series of tutorial videos, you’ll learn how to define a workflow template for tracking account processes, how to start a workflow and manage workflo...
Fri, 4 Oct, 2019 at 7:21 PM
Tutorial: Custom Dashboard
In this tutorial video, you'll learn how to create a custom dashboard to track and present key Customer Success metrics by any customer segments you car...
Fri, 4 Oct, 2019 at 7:21 PM
Tutorial: Custom Account View
In this tutorial video, you'll learn how to create a custom account view to monitor any segment of customers you care about.   
Fri, 4 Oct, 2019 at 7:21 PM
Tutorial: Alerts & Playbooks
In this series of tutorial videos, you'll learn how to set up alerts and playbooks to proactively alert your Customer Success team to customers that nee...
Fri, 4 Oct, 2019 at 7:21 PM
Tutorial: Email Trigger
In this tutorial video, you'll learn how to set up Natero email triggers to automate customer communications based on smart rules.   
Fri, 4 Oct, 2019 at 7:21 PM
Tutorial: Account Health Score
In this tutorial video, you'll learn how to create and monitor account health score for different customer segments you care about.   Learn more:...
Fri, 4 Oct, 2019 at 7:21 PM