All Templates
Enjoy your stay at the Implementation Template! Here, you can keep track of your services for current clients and find pertinent information to easily onboard new ones!
You can ask your contacts to submit new projects or engagements by publishing the form that is linked to that list. The manager can then utilize that list to go over any new correspondence, make sure all the pertinent information is prepared, and send it off to the right place.
You now have a location where each internal team member may organize their work, service by service. To group all work items by person, you can even build a folder-level view!
Task status
New
REQUESTED
REQUESTED2
REQUESTED3
Finished
Closed
Task type
Custom field
EXPECTED REVENUE
SUPPORT Level
rate
Built in 2022-12-12 15:58:46
Enter your email to try out or ask your client service consultant at the lower right corner to know how Tracup can help you further