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Sl No.

SFDC Account Name

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Track Account and Contact Details
PSAM Partner

under which category this client falls First Name Job Title Email Phone
First Meeting Next
Highlights of the possible Contact date Opportunities
Meeting Workshop SFDC ID
prospect in this Account Established Identified
Date
Zero day
Expected Funnel Add OB (ACV
Closure (ACV in INR in INR Support Required
Month Crs) Crs)

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