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: Share via Email, Edit, and Delete.
What are three dots?
DAILY DOUBLE:
In order to activate the Health Score Assessment Override, you must out of Scorecard and open this feature.
What is Timeline?
DAILY DOUBLE
You will see Subscription information under this 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?