When you sell into large accounts is it hard to keep track of all your prospects, to-dos, and revenue history in one place? This template is designed to: 1. Help you organize your “Contacts” and prioritize contacting them. 2. Manage your “To-Dos” to understand your highest-priority items (and clients to contact first). 3. Keep track of your deals in the “Revenue History” section. 4. Add competitive intelligence to the “Competitors” section.