This is the perfect way to track a user's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!
Account Management
Add template to your ClickUp accountTemplate Includes
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NURTURING, CHURNED, UP FOR RENEWAL, ATTENTION NEEDED, RENEWED, ONBOARDING
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- +10
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DID NOT RENEW, RENEWED, ONBOARDING, CHURNED, NOT INTERESTED, NURTURING, DID NOT RENEW, ATTENTION NEEDED, COMPLETE, UP FOR RENEWAL, INTERESTED STILL, LOST FOREVER, FOLLOW UP
- Close Date
- Contact
- Demo
- Email
- Engagement
- Last Touched
- Opportunity
- Payment Status
- Payment Type
- Plan
- Priority Accounts
- Client Success Playbook
- List
- Board
- At risk
- Engagement
- Signup Form
