Using the portal
Plans, next steps, approvals and the journey view.
Goals and your subscription
Track strategic business outcomes, verify delivered success milestones, and monitor your subscription tier and contract visibility.
Customer · 3 min readMessage your success manager
Send direct messages to your Customer Success Manager from your portal dashboard, review shared conversation history, and stay connected on mobile.
Customer · Stakeholder · 3 min readYour next steps
Review and complete customer-assigned deliverables, prioritize overdue milestones, and unblock implementation workflows from the Next Steps queue.
Customer · 3 min readReview, comment on and approve a plan
Examine onboarding and project delivery plans, authorize kickoff milestones, complete customer action items, and collaborate via threaded phase comments.
Customer · 4 min readYour journey
Track your five-stage customer lifecycle roadmap, verify delivered launch milestones, and review partnership narratives on the Your Journey screen.
Customer · 3 min readYour workspace home
Track delivery milestones, connect with your Customer Success Manager, monitor shared objectives, and review lifecycle stages from your workspace home.
Customer · 4 min read