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Customer Success Handoff and Management Template
Welcome - why create a handoff doc?
Customer Success New Deals
AE Deals to Handoff to CS - JoeSalesforce csv import
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AE Deals to Handoff to CS - Joe

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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
0
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Deals in Kickoff sold by Joe, with a total ACV of
0
⁠
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.
Joe's New Deals in Kickoff stage
8
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