Sales Account Management

Microsoft Teams Template

Get the pre-built collaboration place for each of your key accounts with Microsoft Teams templates for Sales Account Management.

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

account-management-private-channel

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

account management planner template
account management sharepoint template

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

Discover More

Microsoft Teams Templates

Read Blog