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New Account Summary App & Pulse Created By

New account summary app

We’ve added a new account summary app to the top of the individual client record page in ClientSuccess. You can add, format, and summarize key notes about an individual account.

Benefit to you

We’ve placed this at the top of the client record to help you and other key members quickly understand important insights or summaries about a customer.

Admins can choose to enable the new account summary app through AppSettings > Integrations > ClientSuccess Apps > Summary.

Pulse created by

Have you ever wondered who set the Pulse? Now you can see who created or set the pulse.

Announcing ClientSuccess Goals: Deliver Measurable Results for Your Customers

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