Keep CSM dashboards current for business owners on payments
Keep CSM dashboards current for business owners on payments
Business owners lose visibility into qualifying payments, causing billing errors and stalled onboarding. Add payments to the CSM dashboard so CSMs see billing and contact info to act.
Overview
Missed billing signals create customer friction and delay onboarding—business owners need clear visibility into payments. This workflow routes qualifying payments into the client success dashboard so CSMs always have current billing and contact details, enabling faster handoffs and fewer unresolved billing issues.
Notable Features
- Add qualifying payments to dashboard
- Match payments to customer records
- Notify CSMs of new billing