Customer Success - Goals Update Releases - September 2023

Jeff Dunkle
Jeff Dunkle
  • Updated

Lifecycle Insights has updated our Customer Success Goals module.  

New features will allow you to link Contracts and Recommendations to Goals. 

We have also added a Goals Reporting page and report builder components for client goals.

The articles below contain more information about these exciting new features.

 

Customer Detail - Goals

Customer Success - Goals Reporting

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