TEMPLATE | SALES TO CS HANDOFF 🤝

edited March 2023 in Catalyst 4 Catalyst

Difficulty Level: Crawl

Time Investment: 15 minutes

The foundation of your customer's success in implementation and future adoption starts with a reliable transfer of information from Sales to CS. This helps your IM and CS team clearly understand the customer's expectations and goals.

The template below will:

  • Use the Account and Opportunity fields from Salesforce to transfer information
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