Who is my CSM and How do I Contact Them?Find out who your LeanData CSM is and how to contact them for help.May 13, 2026Knowledge
InformationTitleWho is my CSM and How do I Contact Them?URL NameWhoismyCSMandHowdoIContactThem6901caae16d20Step-by-StepContents: How to find your LeanData Customer Success ManagerHow 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 practicesProviding ongoing support and optimization adviceActing 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 CenterChoose the option LeanData on SalesforceShare your query to get connected.