This is the introduction to the Getting Started as a CSM course.

Updated over a week ago

Welcome to the Mixmax course for Customer Success Managers!

This course is designed for non-admin Customer Success Managers who are new to Mixmax. It will enable you to maximize Mixmax features to save time and manage your books.

You will learn how to create and manage assets in Mixmax and utilize those assets effectively to optimize your workflow.

This course covers the fundamentals of installing the Mixmax extension, configuring your personal settings, and using the most powerful Mixmax features, including Sequences, Meeting Templates, and Tasks.

Click Start below to begin the course!

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