# [Sales] Account management :::info :bulb: The template is for sales account management. Append as many sections that can help you track accounts. ::: ## :book:Information :::success The essential information about this sales account. ::: ### :small_blue_diamond: Account Information **Company Name**: **Industry:** **# of employees:** **# Estimated Value:** ### :small_blue_diamond: Contact Information **Name:** **Email:** **Phone:** **Last contacted:** ### :small_blue_diamond: Status **Stage:** - [ ] Lead - [ ] Qualified - [ ] Proposal - [ ] Negotiation - [ ] Closed - [ ] Lost **RelationShip:** - [ ] Strong - [ ] Fair - [ ] Weak **Expected Close:** ## :dart: Objective :::success What do the objectives the account want to achieve? List the goal, solution, challenge, measure method, due date, and others. ::: | **Goal** | **Solution** | **Challenge** | **Measure of Success** | **Due Date** | |:--------: |:------------: |:-------------: |:----------------------: |:------------: | | | | | | | | | | | | | | | | | | | | | | | | | ## :pencil2: Action Plan :::success Plan the action to track the process. ::: | **Completed** | **Action Name** | **Objective** | **Due Date** | |:---------------------------------: |:---------------: |:-------------: |:------------: | | <input type="checkbox" disabled/> | | | | | <input type="checkbox" disabled/> | | | | | <input type="checkbox" disabled/> | | | | | <input type="checkbox" disabled/> | | | |
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