video1.0<iframe src="https://www.loom.com/embed/7bd97687409d4811b68cd5622f205f54" frameborder="0" width="1108" height="831" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8311108Loomhttps://www.loom.com8311108https://cdn.loom.com/sessions/thumbnails/7bd97687409d4811b68cd5622f205f54-32c2d32a7faf1c6d.gif360.032This Loom shows how to set up and use recurring customer processes in Impact Pilot. It covers creating a new process from scratch by choosing a repeating cadence of quarterly for the Tier one segment, then building it with activities such as a check in three times per quarter with a reminder seven days before the end if not achieved, plus a QBR reminder 30 days before value communication with no reminder. It also demonstrates adding a custom activity called “Present a new feature to the customer,” including category and point scoring, and publishing the process with auto transition enabled. After publishing, it shows how achievements are tracked on company records and how the process restarts on the first of the next quarter.