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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 - Joe
Salesforce csv import
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Customer Success New Deals

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Deals in Implementation Stages

Use the
Deals in Implementation Stage
⁠
to get a sense of how your implementations are going!
Yellow deals are At Risk, and need special attention.
Deals in Stage Kickoff to Implementation
⁠
Deals in Stage Kickoff: Table
⁠

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