Basic customer success setup Versão de lançamento: Australia Atualizado 12 de mar. de 2026 1 min. de leituraDefine the basic customer success components Create an engagementCreate an engagement record that centralizes all internal and external activities that are involved in the customer success journey.Create a success objectiveCreate a success objective that represents the value of the products sold to the customer.Create a primary success outcomeCreate a primary success outcome that can be used to measure the achievement of a success objective.Create a success initiativeCreate a success initiative with a planned set of internal or external tasks to support a primary success outcome.Create a touchpointCreate a touchpoint to capture and support conversations between providers and customers during the engagement lifecycle.Create a risk signalCreate a risk signal to identify any risk or issues that can occur during the engagement lifecycle.Create a customer success definition recordCreate a Customer Success Definition record to set up categories and sub categories for success play workflows.Create a customer success choice recordCreate a record to set up the categories for the customer success choices.Create a success playUse this option to create a success play to create automated actions.
Basic customer success setup Versão de lançamento: Australia Atualizado 12 de mar. de 2026 1 min. de leituraDefine the basic customer success components Create an engagementCreate an engagement record that centralizes all internal and external activities that are involved in the customer success journey.Create a success objectiveCreate a success objective that represents the value of the products sold to the customer.Create a primary success outcomeCreate a primary success outcome that can be used to measure the achievement of a success objective.Create a success initiativeCreate a success initiative with a planned set of internal or external tasks to support a primary success outcome.Create a touchpointCreate a touchpoint to capture and support conversations between providers and customers during the engagement lifecycle.Create a risk signalCreate a risk signal to identify any risk or issues that can occur during the engagement lifecycle.Create a customer success definition recordCreate a Customer Success Definition record to set up categories and sub categories for success play workflows.Create a customer success choice recordCreate a record to set up the categories for the customer success choices.Create a success playUse this option to create a success play to create automated actions.