C360/R360
To view a Relationship for a customer, first you must go through this feature
What is Customer 360 (C360)?
This feature allows you to alert someone they are mentioned in a Timeline entry.
What is @mention?
You can find scorecard information in these locations.
What is Relationship 360, Customer 360, and Home?
These features allow you to prep for meetings
What are the Customer 360/Relationship 360?
Within this feature you have these options: Edit, Share via Email, and Delete.
What are three dots?
DAILY DOUBLE:
In order to see the scorecard for the overall company, you would use this view.
What is Customer 360?
DAILY DOUBLE
You will see Subscription information under which view?
What is R360?
You must always add this in order to document every important interaction with a customer.
What is a Timeline Entry?
In order to see the health of a product or project, you would use this view.
What is Relationship 360?