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Ask Ava
Need to know who your Customer Success Manager (CSM) is and how to contact them? Just ask Ava!
💬 Ava will provide:
The best contact email for your CSM.
A direct link to their calendar booking form for easy scheduling.
Check Your Invoice
Check the Supplementary spreadsheet received with your invoice.
Look for the column with the heading Opportunity Owner. Here, you will find the email ID and name of your Customer Success Manager.
Booking a Meeting
You can now book a one-on-one meeting with your Customer Success Manager via the help centre. Select the support button from the top right menu of your AdviserLogic account.
The help centre window will open, scroll to the bottom of the home window. Select the Book CSM button to schedule a meeting.
If you encounter any issues setting up a meeting, send an email to [email protected].
The support team will then arrange the one-on-one meeting with your Customer Success Manager.