🛠️From Risk to Reward: CRM Saved Searches for Customer Visibility

Stop digging through reports to understand your customer risk. In this hands-on lab, you’ll learn how to build a saved search that highlights customer health at a glance using visual cues, key indicators, and prioritized actions. Through a hands-on, real-world example, you’ll create a customer health search portlet that helps you quickly identify at-risk accounts, surface opportunities, and take action with confidence. Walk away with a practical framework you can apply immediately to improve visibility and drive better customer outcomes. *This lab requires that you bring your own AI tool (ChatGPT etc.) to participate in the hands-on exercises.*