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Customer Success

This repository contains customer service and CRM tasks and documentation.

About the Repo

We use this repo to track all requests, questions and new users for the CRM. You can find all form templates below to add an issue for the CRM:

Template Form Description
Feature Request Form Add new features for the CRM.
New User Request Form Request CRM access for a new user.
Property Request Form Request a new property in the CRM.
Question Request Form Ask a general question about the CRM.
Reporting Request Form Request a new CRM metric and or report.
Deals Pipeline Request Form Request a new deals pipeline in the CRM.