Course curriculum

  • 1

    Introduction to the Course

    • What we will cover in the course

  • 2

    How to Setup Your Profile

    • Setting up your Profile on CustomerSuccessBox

  • 3

    How to Start Logging your Emails & Meetings

    • How to sync your emails & calendar with CustomerSuccessBox

  • 4

    How To Review your Accounts

    • Part 1: How to Review an Account

    • Part 2: How to Review an Account

  • 5

    How to Manage your Tasks

    • Managing Tasks on CustomerSuccessBox

  • 6

    How to Manage your Alerts

    • Managing Alerts on CustomerSuccessBox

  • 7

    How to Manage your Portfolio

    • Managing your Portfolio on CustomerSuccessBox

  • 8

    How to Manage Playbook & Processes

    • Managing Playbooks and Processes in CustomerSuccessBox

  • 9

    How to track Product Adoption for Accounts

    • Tracking Product Adoption in CustomerSuccessBox