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.
Embedded Files
Data Ingestion - Customers & Contacts
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.
If you are connecting your CRM with ClientSuccess please review this article and follow the steps to connect the CRM with ClientSuccess prior to your next onboarding session.
If you will be uploading your customer and contact data using CSV files please review this article prior to your next onboarding session.
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