Account Set Up

Before we start your data ingestion process, let's get some of the basics out of the way; change your password, complete your profile, add your team members and ensure your email is integrated. 

Password Setup

Profile Management

Adding Users

Resource

Email Integration

Resource

Data Ingestion

Getting your customer and contact data properly ingested in ClientSuccess is critical to your Success, remember that this is the information that will be the foundation for everything you build in the platform.