skip to Main Content

4 new alerts

It’s late here in Utah, but we don’t stop. We’ve just rolled out four more alerts to help you track engagement with your customers.

2adab8bd-ab4f-4252-a520-c5d5df21119d

You’ll now be notified when…

  • A client hasn’t engaged with you in the past 14 days.
  • A client hasn’t been emailed in the past 14 days.
  • A client hasn’t been called in the past 21 days.
  • A client hasn’t been met with in the past 30 days.

And if those are too aggressive for your taste, you can easily customize the window for each.

Announcing ClientSuccess Goals: Deliver Measurable Results for Your Customers

Back To Top