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Managing multiple accounts can be a daunting task. Keeping track of contact details, last contact dates, next scheduled contacts, product or service interests, and current status can be overwhelming. That's why we've created this account planning template. With Lark's advanced features, you can easily manage all your accounts in one place. You can customize it to your liking, whether you're sharing a specific view with a colleague or launching complex scripting blocks to generate new accounts with a single click.
This template is a perfect fit for account managers, sales representatives, and customer success managers who are juggling multiple accounts. It's also ideal for small businesses and startups that need a streamlined way to manage their customer relationships. With this template, you can:
- Keep track of all your accounts in one place
- Easily update account details and status
- Schedule and track your contacts with each account
- Keep notes on each account for easy reference
Managing accounts shouldn't be a hassle. With this template, you can easily keep track of all your accounts, schedule contacts, and update account details in real-time. Here's why you should use this template:
- It's customizable: You can tailor the template to fit your needs. Whether you need to add more fields or change the layout, you can do it with a few clicks.
- It's collaborative: Share the template with your team and work together in real-time. You can also set permissions to control who can see and edit the template.
- It's efficient: No more switching between different tools or spreadsheets. With this template, you have all your account information in one place.
- It's scalable: Whether you're managing a few accounts or hundreds, this template can handle it. As your business grows, you can easily add more accounts without any hassle.
Follow these few steps to get started with Lark templates:
1. Click 'Use this template' on the top right corner to sign up for Lark
2. After signing up for Lark, you will be directed to the Account Planning Template on Lark Base. Click 'Use This Template' on the top right corner of Lark Base to copy a version of the Account Planning Template to your workspace.
3. Change fields of the template to fit your needs
4. Take advantage of the full potential of this Account Planning Template.
