Navigation
Managing Segments
Managing Customers
- Monitor customer journey progress
- Create and manage customer goals
- Monitor customer health
- Monitor customer expansion signals
- Add customers to playbooks
- Add a new contact
Notifications & Email
Notes & Tasks
- Create and manage notes
- Create and manage tasks
- Comment on notes and tasks
- Use subtasks
- Create templates for notes and tasks
- Update fields from within a note
Customizing Layouts
- Filter your home layouts
- Create and manage layouts
- Manage customer hub layouts
- Add an aggregates module
- Add a segments module
- Add a trends module