Configure Customer Success Management

reference australia Updated Sep 10, 2026 1 min read account-lifecycle-events-landing-page.md
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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.

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