Local account plan
This template works on the following products:
*For Team and Enterprise plans
This local account plan can help you:
- Visualize the best path to sales.
- 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 local account plan to your use case.
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Go to Market-based divisional org chart example template
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Go to Skills supply and demand chart (marketing department) example template
