Webinar
Wed, Jan 25, 7:00 PM - 8:00 PM (UTC)
Crank Up Technicalities Webinar Series: Optimize CSMs Workflow using Data Designer, Email Assist and Unification
About this event
Join us on January 25 at 10am PT as we share how you can discover richer, more meaningful insights from your customer data using Data Designer. We’ll also discuss how CSMs workflow can be optimized using Email Assist and Unification.
During this webinar you’ll learn how to:
- Build Data Designer
- Make a data designer dataset universally available
- Create email templates
- Send emails directly from Cockpit
- Share emails from Timeline
- Identify duplicate company records
- Merge duplicate company records
Registration link:
Event details
Online event
Wed, Jan 25, 7:00 PM - 8:00 PM (UTC)
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