If unsure whether your task is included, review your plan’s features and exclusions or contact your Customer Success Manager. You can also submit a detailed task inquiry through the portal or consult your Project Manager.
If you're unsure whether your task is included in your plan:
- Check Your Plan Details: Review your plan’s features and exclusions on our website or during the onboarding emails
- Contact Your CSM: Reach out to your Customer Success Manager for clarification.
- Submit a Task Inquiry: Submit your task with detailed information through the customer portal for review.
- Consult Your Project Manager: If available, your Project Manager can provide further guidance.
- Schedule a Check-in: Depending on your plan, consult your Customer Success Advisor for personalized advice.
If the task isn't included, we’ll provide recommendations or alternatives.