Sales Account Management
Microsoft Teams Template
Sales Account Management
Microsoft Teams Templates
Explore Sales Account Management Microsoft Teams Template Features by nBold.
Improve your Sales Collaboration Processes
Once Create the Original Team
Create a team on which you will base your template. Add standard and private channels, upload sales documentation, build a set of sales tasks, and customize tabs with your everyday apps.
Build Account Management Template
Build a Sales Management Account template from the original team and add it to your own templates catalog. Set up additional rules, such as naming convention, and add permanent owners.
Get Teams Created for Each New Account
When a new sales account is created, build a team from the Sales Account Management template. Get the right team's name, automatically added members, and all essential content.
Sales Account Management
Teams Templates
Standard and Private Channels
Automate the process of sales team creations with Sales Account Management Microsoft Teams Template and copied Standard and Private Channels.
Planner Template
Build strategic account plans and implement them for your sales team. Track every task assigned to members of your team by using our Ready to use Planner. Read more
Guidelines Included
Integrate your internal tools or a website to simplify the daily work of your sales reps. For example, pin SharePoint as your tab with Teams templates. Read more
Microsoft Teams Governance
Download the Guide
Microsoft Teams Sales Management: The use cases to increase your sales
- Use Microsoft Teams for sales management
- Build Microsoft Teams Templates to manage sales
- Connect any Microsoft or 3rd Party App
