Free Sales Multi-Account Coordination Checklist Template

Sales Multi-Account Coordination Checklist

Mark the box with a check (✔) when you have completed the task.

  • Review existing accounts

  • Consolidate duplicate accounts

  • Implement Single Sign-On (SSO)

  • Establish role-based access control

  • Audit external access and permissions

  • Migrate data to centralized storage

  • Develop multi-account management policy

  • Train staff on new account management procedures

  • Conduct a dry run

  • Go-live with new multi-account system

  • Post-implementation review


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