How to use the template
Use Template
Start with the ready-made template and add it to your Reqst account.
Customise
Edit the tasks and details to suit the way you work.
Share
Send your link to clients, customers or your team whenever they need something.
Receive requests
Get everything they need in one organised request, ready for you to work on.
Explore another template
About this template
A customer handover request helps organise the tasks needed when a new customer moves from sales to another team.
Who is it for
Sales, onboarding, customer success and account management teams.
How it works
Create a handover List so the required teams can see and complete the actions needed for each new customer.