Client Implementation Template Set

With the Client Implementation template set, you can manage customer implementations from handoff through project completion and provide visibility into team deliverables.

Use Template Set Setup Dashboard

Capabilities

  • Streamline your client implementation handoff from sales with a form to capture key project details
  • Organize each project in a detailed timeline
  • See a real-time overview of your client projects and metrics in the Implementation Team dashboard
Template Set Flow Chart - Client Implementation