Customer Success Toolkit

RMS Tips Best practices and new features for continuous learning

Guide Overview

Completing Tips

Like regular requests, tips must be completed to be removed from the inbox. Marking the tip as 'read' will remove it from the Requests Inbox.

You can find the complete button ( Mark as Read ) at the end of each tip.


Once the Tip has been Marked as Read, the tip will be shown as completed and can then be found under the Tips tab.

Reopening Tips

Tips can be reopened by clicking the same button ( Mark as Unread ) to mark it 'unread.' Reopened tips will show up in the Request Inbox again.