Visualize your next big idea, then bring it to life with your team. New ClickUp Whiteboards
  • Folder

  • Intermediate

This is the perfect way to track a user's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!

Template Includes

    • +3
    • NURTURING, CHURNED, UP FOR RENEWAL, ATTENTION NEEDED, RENEWED, ONBOARDING
    • +10
    • DID NOT RENEW, RENEWED, ONBOARDING, CHURNED, NOT INTERESTED, NURTURING, DID NOT RENEW, ATTENTION NEEDED, COMPLETE, UP FOR RENEWAL, INTERESTED STILL, LOST FOREVER, FOLLOW UP

  • Close Date
  • Contact
  • Demo
  • Email
  • Engagement
  • Last Touched
  • Opportunity
  • Payment Status
  • Payment Type
  • Plan

  • Priority Accounts
  • Client Success Playbook
  • List
  • Board
  • At risk
  • Engagement
  • Signup Form
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