Landing Straight into R360
CS 360 Company & Relationships
It would be very helpful to go straight into the R360 instead of going into C360 first. Our company offers various products and it is important for our CSM team to properly log activity and CTAs at the correct relationship. I understand you can adjust the search filter to populate at the relationship level but it would be more functional to land directly on the correct page.
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(*) OK, here is my rant on this 🙂. I truly think that we focus too much on going from C360 to R360, even in demos and things. This is useful in the context of asking for an 'overall view of a company.' That is great for some people some of the time but a big part of the point here is that each person needs to be able to focus on *their* business, which is most often going to be oriented around some Relationships. For many people much of the time the value is in not having to think about all the other stuff and getting a clean view and set of processes around driving your piece of business to success. So, most often, I totally agree that the path should be straight to whatever Relationship(s) you care about. What can we do to make that better?