Touchpoint planner

The touchpoint planner shows a calendar view of different touchpoints across all accounts associated with the customer success manager.

Note:

• Engagements can be viewed by the engagement account manager, customer success manager, or squad member associated with the engagement.
• Touchpoints can be viewed by the engagement account manager, customer success manager, or squad member assigned to the touchpoint.
• Meeting can be viewed by the engagement account manager, customer success manager, meeting organizer, or squad member assigned to the touchpoint.

The touchpoint planner provides a calendar view of touchpoints organized by account engagement and the type of touchpoint, priority, and status. To view the Touchpoint planner, follow these steps:

1. Login as a user with the sn_acct_lc.customer_success_agent role.
2. Navigate to Workspaces > CSM/FSM Configurable Workspace and select the Touchpoint planner icon on the left navigation pane.

You can do the following:

• Enter a criteria in the Search field to view touchpoints and meetings that match the criteria.
• Select the icon to sort the list either by Contract value, Health score, or Last updated touchpoints.
• Select Today to view the list of touchpoints and meetings that have been scheduled for today.
• Select a date period to view the schedule for that period.
• Select Week or Month option to view the schedule for the week or for month as required.
• The time zone shows the current time zone of the logged in user.
• Select Create Touchpoint to create touchpoint. See Create a touchpoint for details.