Tracking Customer Health

The Customer Health Score indicates the status of your relationship with a customer.  To add a health score to a customer, click on the Health Score on a customer profile page. There are four options to highlight for customer health:

  • None
  • Poor  ☹️
  • Fair   😐
  • Good 🙂

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Health Score Description

When you change a customer’s health score, an optional prompt to provide a description appears. The health score description field enables you to document why you selected a particular customer health score. The health score description will appear under the 'i' icon next to the customer health in the future. Additionally, a new activity will appear on the customer profile page indicating that the health score has changed and a description about why the change occurred.

If you do not want to include a description, simply select the ‘No Thanks’ option to dismiss the health score description window.

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Viewing Health Score Description
You can view the description of the health score by selecting the 'i' icon next to the Health Score icon.

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Health Status Activity

When a Customer’s Health Status has changed, an Activity will be created on the Company record to show the change that was made.

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Health Status - Recent Updates Report

When a change is made to a Company’s Health Status, the Recent Updates Report will show these changes as well.

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