Bill Greenfield
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Recent activity by Bill Greenfield Sort by recent activityAdditional Questions
How do I manually import customer data?
Note: Most integrations handle the importing of customer data automatically from your internal customer management system. If your wish to perform a manual import but are unsure about your integrat...
Feedback and Referrals
Feedback: Additional Questions Details
Feedback: Additional Questions Summary
Portal Request Review
How to Complete Tasks on the At-Risk Task Pad?
Note: The details in this article may differ from your instance due to brand customizations or policy settings. This article will show you how to complete the tasks on your at-risk task pad. ...
How to remove an incentive
This article provides the steps for removing incentives. Access to this feature is managed by Policy Settings. If there are sections of this article that you are not able to follow it could be due ...