Account map

This template works on the following products:

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Use this template

*For Team and Enterprise plans

This basic account map can help you: 

- Visualize the best path to sale. 
- Define relationships not found in the typical org chart. 
- Uncover insights buried deep in the traditional CRM. 

Open this template and add content to customize this starter account map to your use case.

This basic account map can help you:

  • Visualize the best path to sale.
  • Define relationships not found in the typical org chart.
  • Uncover insights buried deep in the traditional CRM.

Open this template and add content to customize this starter account map to your use case.

Related templates

Account map with table example

Used with:

Employee record management

Used with:

Matrix org chart

Used with:

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