Important Links

06/02/2026 1:14 pm EDT

PMO


PMO Dashboard - PM Execution Dashboard - My Work

https://boldgroup.lightning.force.com/lightning/r/Dashboard/01ZPd0000095qdVMAQ/view?queryScope=userFolders


PMO Dashboard 2 - PMO Delivery & Execution Health

https://boldgroup.lightning.force.com/lightning/r/Dashboard/01ZPd000009587pMAA/view?queryScope=userFolders


PMO Project Load

https://boldgroup.lightning.force.com/lightning/r/Dashboard/01ZPd000008qckXMAQ/view?queryScope=userFolders


Customer Success

Customer Success Cases

https://boldgroup.lightning.force.com/lightning/o/Case/list?filterName=Customer_Success


PS Cases

https://boldgroup.lightning.force.com/lightning/r/Report/00OPd000002dZsnMAE/view


Accounts by CSM

https://boldgroup.lightning.force.com/lightning/r/Report/00OPd000004cNnhMAE/view


CSM report queue

https://boldgroup.lightning.force.com/lightning/r/Report/00O6g000006oYVjEAM/view



Data Conversion

Data Conversion Sharepoint Group

https://paysimplecorp.sharepoint.com/sites/Bold-DataConversionGroup/Shared%20Documents/Forms/AllItems.aspx?ga=1&id=%2Fsites%2FBold%2DDataConversionGroup%2FShared%20Documents%2FGeneral%2FManitou%20Data%20Conversions&viewid=6188243f%2Db94d%2D4561%2D8740%2D6c281b22a72e




Support Ticket

Use this template to create a support ticket.  Copy and Paste the output into a support ticket to ensure that all critical information is added.

https://dyzz9obi78pm5.cloudfront.net/app/image/id/68f908656d975f0da5074c5d/n/support-escalation-form.html

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