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Devan V.
DV
Client Success Coordinator

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?
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JR
Head of Customer Success
0
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.
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Jen W.
JW
VP of Customer Success
0
Yes. You can add a custom field that identifies the 2nd CSM and then pull a list by that custom field.
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Kristen  G.
KG
Chronic Optimist, Latent Technophile, Amateur Gardener
0
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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