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Customer Success Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Customer Success Management

Configure Customer Success Management to support your customer success journey. Use this reference to find configuration tasks for installation, account onboarding, and customer success capabilities.

Important: Account Lifecycle Events has been renamed to Customer Success Management in Zurich.

TaskDescription
Getting started with Customer Success ManagementInstalls Customer Success Management and related plugins.
Configure the account onboarding playbookConfigure the account onboarding playbook including its activities, tasks, data validation rules, and data import behavior.
Configure customer successConfigure the customer success capabilities to track engagements, identify risks, and support retention goals for your organization.