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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 Pages - To Do lists
[[ template ]]
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← edit the logo url to change (right click on the pencil)
Account Overview:
[[take from crunchbase]]
Crunchbase
- edit this link
Opportunities:
type @ and then the company name
About:
Prioritize your tasks and easily attach relevant emails.
Instructions:
Connect your Gmail account to pull in messages and thread from the past 7 days.
Create a new task for each email, and see it in your Tasks list.
Add a task
Tasks
Tasks
6
Done
Priority
Task
Description
Related Email
Done
Priority
Task
Description
Related Email
No results from filter
Important Emails
Important Emails
6
The Gmail Pack requires a subscription.
Thread
Start Date
Messages
Button
Pack is disabled
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.