Engagement record page
This page provides detailed information of an engagement including internal and external stakeholders, upcoming touchpoints, initiatives, and blueprints.
To view this page, follow these steps:
- Login as a user with the
sn_acct_lc.ale_success_agentrole. - Navigate to and select the List icon.
- Navigate to and click Number column to open the engagement record. The page includes the following details:
- Engagement details: Shows the contract value, health score, engagement stage, account with which it is associated, and the renewal date.
- Key customer contact: Shows detailed contact information for the key customer contact.
- Customer team: Shows the list of customer team members.
- Squad: Shows the squad members associated with the engagement.
- Navigate to the Overview tab. You can view:
- Upcoming touchpoints: List of all upcoming touchpoints. Click the Touchpoint link to drill down to the record page.
- Success initiative overview: List of success initiatives associated with the engagement along with the success outcome and the number of days left for renewal. Click the Success initiative or Success outcome links to drill down to the related record page.
- Success cases: List of success cases associated with the engagement. Click the link to drill down to the record page.
Click View all in any of the sections to see a list of all touchpoints, initiatives, or cases that you can view.
- Navigate to the Success blueprint tab to view the list of active success objectives associated with the engagement. Click View all to view all the success objectives associated with the account. Click View success objective to view the success objective record page.