Is there a way view clients that I am a CSM #2 on within my client list?
I am currently assigned as a CSM #2 on two clients. However, they are nowhere to be found in my client list. I still need to keep update with them just as if I was the Assigned CSM. Is there a way to place them on my client list?
No, you could do it with the additional columns. I believe someone has raised a feedback suggestion on the portal though as other's have this question.
Hi Devan! Your question makes perfect sense. And yes, you can filter your client grid view by accounts you are listed as a secondary on. I recommend adding the secondary assignment field as a column in your grid view and saving the segment for easy toggling.
If you have more questions, feel free to reach out to your designated account team or email customerlove@clientsuccess.com with your follow-up!
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