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Client-as-of date, Scorecard, and SuccessCycle added to Clients screen

We have added three new columns and filters to the clients screen:

  • Client-as-of date
  • Scorecard
  • SuccessCycle

These should allow you to enhance your Segments and custom views, and gain additional visibility into the health and progress of your clients.

Announcing ClientSuccess Goals: Deliver Measurable Results for Your Customers

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