CSM Pulse to update


CSM Pulse to update

    CSM Pulse is your personal assessment of account health. This section aims at showing you customers whose CSM Pulse has not been updated for more than a month or has never been defined. This way, you're always up to date and your health scores remain relevant!

    CSM Pulse

    Once you've set your CSM Pulse, the customer concerned disappears from the list.

    Tip

    If you wish to make "My Actions" your default home page, go to the home page selection section.

    Contributors: CAMILLE_PRO\camil , Julien