New Account Upload Template

The attached documents can be used as templates for new L10 Meetings within Traction® Tools.

Simply download the Upload Template in Excel (.xlsx) or in Open Document (.ods) format, enter in your data, and send to the Client Success team by creating a ticket and uploading via the "Attach a File" button here.

Using this template will provide the smoothest transition from your existing paper or spreadsheet tools into Traction Tools.

MM 10/31 

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  • 30-Aug-2019