Alert Management
Alert your team about customers that need attention.
Regarding alerts/alert tasks related actions: DISMISS: You can only "dismiss" a none-task alert, they are triggered as notifications on an accou...
Fri, 4 Oct, 2019 at 7:21 PM
No, alerts will not disappear automatically upon an account's behavior changing. Alert functions as a timely notification/task upon customer behavior...
Mon, 14 Oct, 2019 at 12:39 PM
There are three aspects involved in managing alerts for your accounts. Configure the alert rules to monitor the scenarios you'd like to be alerted on....
Thu, 13 Feb, 2020 at 3:28 AM
Do you have permission? Make sure you have been assigned a role that has “Customer Success Manager Seat” permission turned on. Only users with this role p...
Mon, 14 Oct, 2019 at 12:39 PM