Contents:

• How to find your LeanData Customer Success Manager
• How to reach out to your Customer Success Manager

 

Overview

Your LeanData Customer Success Manager (CSM) helps you maximize the value of LeanData products by:

• Sharing best practices
• Providing ongoing support and optimization advice
• Acting as your main point of contact for product-related questions

 

How to find your LeanData Account Customer Success Manager

• Information about your LeanData account can be found under Admin > My Account. On this page you can find useful information such as your current LeanData App version, your Salesforce Org Id, the current integration user, as well as your LeanData Customer Success Manager.

 

How to reach out to your Customer Success Manager

• Navigate to the LeanData Help Center
• Click on Submit Request
• Choose the option Customer Success
• Share your query to get connected with your Customer Success Manager