Skip to content

AE Deals to Handoff to CS - Joe

Need help? 👋 See
This page is for Account Execs to understand when they need to discuss a new deal with the CSM to ensure a smooth handover and customer experience.

Shift the deal stage to Implementation once you have handed off the deal! ⬆️

Total Number and Value of Joe’s Kickoff Deals
There are currently
Deals in Kickoff sold by Joe, with a total ACV of
Joe's New Deals in Kickoff stage

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
) instead.