Looking for direct support or advice?
Overview: Whether it's to escalate requests, discuss job requisitions and new hires, or any other queries, you can schedule a call or send a request to your Customer Success manager within the platform.
Here's how:
1. Find 'My Team': Start by clicking on "My team" on the left sidebar of your dashboard.
2. Choose Your Preferred Communication Channel: Look for your Customer Success Manager's section and click on either "Schedule call" or "Send request"
2.1. Schedule call: A pop-up will appear for you to "Select a date and time for a call" and describe what you'd like to discuss.
- Confirm Your Booking: Click "Schedule Event" to finalise your meeting invite.
- All set: Check your email for a notification confirming the meeting details.
2.2 Send request: You will be directed to a general support form for you to fill out and indicate your query or concern.
- Submit your request: Double-check the information you've provided, then hit the "Submit" button to send your request.
- Track Your Request: After submission, you'll see your request listed under "My Requests."
Once submitted, your Customer Success Manager will be in touch at the scheduled time or respond to your request.