|
Topic |
Description |
|
KB Creation Date |
26/12/2023 |
|
Account Name & list of all ORGIDs |
Hero HFL 63117, 63259 |
|
Customer point of contact Phone and Email |
Nadeem, 8828979787 |
|
Customer business type (Example: Education, Fintech, insurance etc) |
Financial Services |
|
Account hosted on dedicated infrastructure (managed by LS OR customer) |
LS |
|
TAM Engineer Phone & Email |
Digvijay (digvijay.patel@leadsquared.com) & Hardik (hardik.vashistha@leadsquared.com) |
|
LS KAM – Phone and Email |
8588845246, shefali.jindal@leadsquared.com |
|
LS PS – Phone and Email |
9582565540, anugrah.pandya@leadsquared.com |
|
Are we sending (MSR)month Support Stats / quarterly report to customer? |
NA |
|
Cadence call occurrence day? |
No |
|
Core features used by customer |
Opportunity Module, Lapp, Mobile App, Mavis, CASA, Custom Tab Connectors |
|
List of third-party integrations in customer accounts. |
Third Pary API integration via Lapp |
|
List of custom implementations in customer accounts. |
Third Pary API integration via Lapp, Custom Reports |
|
Top 5 issues/queries we receive from this TAM account. (With or without Ticket id optional) |
1. LA number not generated 2. Sales Manager/User Mapping 3. User ID Activation 4. Form Error on Mobile App 5. Opportunity Import Issue |
|
Additional Note |
|
Account Information – Hero HFL Details
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