Configuring Accounts
Accounts hold your customer data and provide a real-time view into the customer's state and activity. They are indipensable tool that can help your whole team deliver a stellar customer experience, regardless of the customer's stage in the lifecycle.
Accounts are typically loaded into Kickplan during onboarding, but you can manually create Accounts if needed.
Go to Accounts from the sidebar navigation
Accounts can be found via search or filtering the table.
Select an account from the table by clicking on its row.
Account Overview
The account overview shows an overview of recent Metric activity.
Account Details
The Details tab holds all the customer fields, including all custom fields you've defined. Important fields can be promoted to the header of the Account page, allowing easy access to things like email addresses, key contacts, etc.
Account Invoices
Hold a history of all customer invoices. Invoices can ceom from Kickplan or from external sources, linked via a custom Connection.
Account Plans & Features
The Plans and Features tab allows you to control what your customer can access. You can add and modify Plans and set Feature overrides.
Typically, the customer Plan will be sent to Kickplan after a successful signup or checkout process. But it's very common for teams to make changes to customer accounts, based on updated contracts, etc. and Kickplan makes that simple to do.
Additionally, you can set custom Quota overrides and Trigger actions per Account. This helps ensure that you're able to optimze the experience for that customer. Triggers include transitioning Plans, overriding Features, sending emails, updating CRMs, and triggering webhooks.
