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New Idea

Make Customer Goals a global navigation

Related products:CS Other Features
  • April 10, 2023
  • 0 replies
  • 29 views

andreammelde
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Right now, the Customer Goals is not in the left hand global navigation so a CSM cannot see their entire book of business in one spot. It would be ideal to have this in order to push adoption of the feature, which is much simpler way of tracking than trying to use Success Plans and Objectives