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Does anybody have examples of how they set up and use Relationships in C360 that include


the attributes, linked objects, card view, and/or 360 view fields that were chosen?





We have a Cloud CSM team and an On Premise CSM team. Naturally, our customers might have a Cloud product, an On Premise product, or both.
Hi Johnny,





The thought process for what to put on an R360 is parallel to what you put on the C360
. It's the most important data points the manager of that relationship would need to access. Typically something like: 




  • Relationship Owner

  • Revenue Number

  • Contract Start/Renewal Dates

  • Quantity of Units/Licenses Sold

  • Customer Segment

  • Most important usage metrics etc.
Recommended R360 sections: 


Standard ones: 


  • Summary/Attributes

  • Cockpit

  • Scorecard  

  • Success Plans

Nonstandard ones:


  • Case/Ticket Data

  • Usage

  • Contacts

Let us know of any further questions! 
Awesome feedback, Elena. Thanks! 

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