Alert Management

Alert your team about customers that need attention.

Close, Dismiss and Delete Alerts and Alert Tasks
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
Will Alerts Disappear Upon Changed Account Behavior?
No, alerts will not disappear automatically upon an account's behavior changing.  Alert functions as a timely notification/task upon customer behavio...
Mon, 14 Oct, 2019 at 12:39 PM
Managing Alerts
There are three aspects involved in managing alerts for your accounts. Configure the alert rules to monitor the scenarios you'd like to be alert...
Mon, 14 Oct, 2019 at 12:39 PM
Why can't I see alerts?
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