Managing a Portfolio in Totango

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.

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About this course

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

Curriculum28 min

  • πŸ‘‹ Course Overview
  • Welcome! 1 min
  • Objectives 1 min
  • ✨ Workflow
  • Account profiles 6 min
  • Touchpoints and tasks 4 min
  • Touchpoints from email 2 min
  • Updating information 4 min
  • Running a SuccessPlay 5 min
  • Knowledge Check 4 min
  • 🀸 Use Case
  • Success Manager 1 min
  • πŸ‘ Course Wrapup
  • Review 1 min
  • Next Steps 1 min

About this course

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

Curriculum28 min

  • πŸ‘‹ Course Overview
  • Welcome! 1 min
  • Objectives 1 min
  • ✨ Workflow
  • Account profiles 6 min
  • Touchpoints and tasks 4 min
  • Touchpoints from email 2 min
  • Updating information 4 min
  • Running a SuccessPlay 5 min
  • Knowledge Check 4 min
  • 🀸 Use Case
  • Success Manager 1 min
  • πŸ‘ Course Wrapup
  • Review 1 min
  • Next Steps 1 min