Per-page Overview

Explorer
Explorer empowers you to perform analysis of your customers by any attribute, behavior or segment and view the results instantly in dynamic charts. You c...
Mon, 14 Oct, 2019 at 12:39 PM
Tasks
The comprehensive task management system gives CSMs a single place to see, prioritize and manage all outstanding work they are responsible for each account ...
Tue, 5 Nov, 2019 at 12:46 AM
Account Details
The Account Details page provides a 360-degree view of your customer with detailed information on the account’s activity, finance, human interaction, produc...
Wed, 6 Nov, 2019 at 4:54 AM
Dashboards
The Natero platform comes with 8 standard dashboards and the ability to build your own custom dashboards. The Alerts Dashboard contains all the alerts and...
Mon, 14 Oct, 2019 at 12:39 PM
Management Center
The Management Center is the main user and product settings page where you can manage users and configure product features. Access to various functions of t...
Mon, 11 Nov, 2019 at 11:34 AM
Accounts
In this article: Account Views Custom Account Views Account - CSM Assignment The Accounts page provides a sortable list of all the accounts that ar...
Mon, 11 Nov, 2019 at 11:57 AM
CSM Portfolio Page
The Portfolio page is a CSM's launching point that presents an overview of three key areas of interest for a CSM: Alerts Overview - The current and h...
Wed, 6 Nov, 2019 at 4:12 AM