Andrez C.
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Articles
Recent activity by Andrez C.-
Connecting Pathlight to Zendesk
To connect Pathlight to Zendesk, follow these steps: 1. Login to Pathlight with your credentials: https://app.pathlight.com/login/{{account-name}}/ 2. Click on the following link to initiate t...
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Adding a new team/group to your organization
As your business grows, you will accumulate new team members and may need to create new teams/groups to further assist your customers. Within Pathlight, you are able to easily create new teams/grou...
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Configuring Health Scores with your Pathlight Customer Success Manager
During implementation, you will work with your Pathlight Customer Success Manager to configure your Health Score by deciding which metrics will be included in the Health Score calculation and how t...
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Creating and tracking Mini Goals
A Mini goal is a short-term goal to drive focus on closing a gap or striving for a stretch target for a metric. Both frontline members and team leaders can create Mini goals by defining a target an...
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Custom Timeframes
You can adjust the Timeframe over which a metric chart is displayed by using custom timeframes. Adjusting the timeframes in this way allows you to remove the default time frame parameters and view ...
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Tips for sending coaching or recognition to your team
Use Pathlight to coach your direct reports to get them back on track or congratulate them on a job well done with an Applause message. Pathlight gives you various options for rich communication wit...
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Pathlight Mobile App Download Links
The Pathlight mobile app gives you the core Pathlight experience on your phone - always know exactly how you’re performing and quickly communicate from wherever you are. Download iOS app from...
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How to set a vacation hold
Managers can set vacation holds for their team members so their absence doesn't impact the team's performance. When a team member goes on vacation, you can use Vacation Hold on the individual'...
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Understanding Path Settings
Your Pathlight Dashboard is a place where you can find all of your team's metrics. You'll find your team or group's priority metrics by looking at the dashboard initially. If you click on that drop...
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Mobile App Login Troubleshooting
The Pathlight mobile app gives you the core Pathlight experience on your phone - always know exactly how you’re performing and quickly communicate from wherever you are. Mobile App: Login Troublesh...