You’ve asked for the ability to set due dates and assign tasks and now you have it. The SuccessCycle module is completely new, inside and out, providing a powerful solution to effectively manage your customer throughout the entire lifecycle.
The SuccessCycle now includes an overview sheet to give you an at-a-glace summary of your client’s progress. The module has also been moved to the top of the page for easier access.
Other exiting new features include:
- At-a-glance cycle progress meter
- Assign stages, activities, and tasks to team members
- Drop in ad hoc tasks as needed, specific to the individual client’s needs
- Analytics bar showing progress, days-left, and due dates
- One-click access to attachments