Post-Sales Management Template

Know at a glance where all your deals stand.

monday.com Templates

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Pick a Template

Choose a template from our pool of ready-to-use templates.

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Customize It

Add your action items, reorder based on priority and create a tailored plan to fit your needs.

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Execute Your Plan

Assign team members to each action item and monitor your plan's progress at every stage.

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Post Sales Template

What are the benefits of using this template?

Know the status of all your deals in one glance - No more emails and phone calls just to find out where your deals stand. In monday.com, with one glance you know what stage each deal is at and if something's stuck.
Track everything that needs to be done in a series of simple steps.
Know if something's stuck or behind schedule.
Keep all your communication and files in one searchable place.

See clear ownership of each deal.
Get addicted to seeing your deals turn green.

Know at a glance where all your deals stand

No more emails and phone calls just to find out where your deals stand. In monday.com, with one glance you know what stage each deal is at and if something's stuck.

glance

Clear ownership and accountability

Recognition motivates. Your board is set up in a way that will show who's responsible for what – this way recognition and accountability are clear. When your team own their work, you'll see they'll do everything it takes to turn it green.

Make it yours

Add or remove columns to fine-tune your process . Everything's made to be super simple. Rename titles and add columns to get the perfect visual representation of your process.

Calendars that come alive

One click sync: Date columns sync with your calendar in one click. Never drop the ball again, one click and all your One click sync: project info is in the calendar you already love.

All your files and communication in one place

Kill the chaos. Keep all your contracts, quotes, files and communication in one searchable place. You'll never need to make a phone call or send an email to find a file you're looking for.

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