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Product Update

Introducing contact badges

ClientSuccess adds contact badges to tag key contacts, executive sponsors, champions, and advocates, plus a last engagement date and contact notes field.

Introducing contact badges

We have added badges to Contacts. You can now designate key contacts, executive sponsors, champions, and advocates.

We have also added a last engagement date and a notes field. The last engagement date is the last time you had a meeting, talked on the phone, or received an email from each contact. By default, those you engage with the most will now be at the top of the list.

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ClientSuccess

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