- π Course Overview
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Welcome! 1 min
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Objectives 1 min
- β¨ Workflow
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Account profiles 6 min
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Touchpoints and tasks 4 min
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Touchpoints from email 2 min
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Updating information 4 min
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Running a SuccessPlay 5 min
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Knowledge Check 4 min
- π€Έ Use Case
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Success Manager 1 min
- π Course Wrapup
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Review 1 min
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Next Steps 1 min
Managing a Portfolio in Totango
Learn how to develop a daily workflow in Totango! Stay on top of notifications and tasks, and apply best practices for managing your portfolio of accounts.
Here's what to expect in this course:
- Estimated time for this course is 28 minutes.
- You may start and stop at anytime.
- Completion of all modules in this course awards you an official Creator Campus badge: Success Enthusiast