Client-as-of date, Scorecard, and SuccessCycle added to Clients screen
ClientSuccess product update: the Clients screen adds Client-as-of date, Scorecard, and SuccessCycle columns and filters for better visibility into clients.
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.
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ClientSuccess
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