Customer Account Dashboard

📍 Account Health Indicator

Notice the "At Risk" status badge and the health score of 72. Accounts below 75 are flagged automatically and appear at the top of your dashboard so you can prioritize outreach.

Pinnacle Health Group's risk factors include: low product usage, open support tickets, and a renewal date within 60 days.

📋 Activity Tab

The Activity tab shows every interaction with this account in chronological order — calls, emails, support tickets, meetings, and system events. This is where you go to understand the full history before reaching out to a customer.

For at-risk accounts like this one, check the activity timeline first so you're not repeating questions the customer has already answered.

✏️ Logging Interactions

Every customer touchpoint should be logged here — phone calls, emails, meetings, even quick Slack messages. This builds the account history that your team (and your manager) relies on for renewals and escalations.

Tip: Write notes as if someone else will read them tomorrow. Include the outcome, any commitments made, and the agreed next step.

✅ Interaction Saved

Your interaction has been logged to the account timeline. The system automatically updates the "Last Interaction" field and recalculates the account health score based on recent activity.

Now let's schedule a follow-up task so this account doesn't slip through the cracks.

⚡ Quick Actions Menu

Quick Actions gives you one-click access to the most common tasks without leaving the current page:

• Schedule Follow-Up — Creates a task with a due date and reminder
• Send Template Email — Pre-written emails for common situations
• Escalate to Manager — Flags the account for leadership review
• Request QBR — Schedules a Quarterly Business Review

For Pinnacle Health Group, you'd select "Schedule Follow-Up" and set it for August 24 — the date you agreed on with Dana.