- Use template in [CSM-to-CSE-Handover project](https://gitlab.com/gitlab-com/customer-success/csm-to-cse-handover/-/issues)
- Use [the issue template](https://gitlab.com/gitlab-com/customer-success/csm-to-cse-handover/-/issues/new?issuable_template=CSM_to_CSE_handover) in [CSM-to-CSE-Handover project](https://gitlab.com/gitlab-com/customer-success/csm-to-cse-handover/-/issues)
- Fill in all required info
- Add links: Collaboration Project, Customer Notes GDoc, Gong recordings
- Tag CSE Territory Owner with `@mention`
@@ -105,69 +105,6 @@ graph TD
- Get CSE+ sign-off in issue
- Close handover issue
## Handover Issue Template
Create issues in [CSM-to-CSE-Handover project](https://gitlab.com/gitlab-com/customer-success/csm-to-cse-handover/-/issues).
@@ -193,7 +130,7 @@ Throughout this section, **"responsible CSE"** refers to the **CSE supporting th
### 1. Review the handover issue
Once the CSM has created the handover issue using the standard template and the **CSE Territory Owner** has approved it, the **responsible CSE** is encouraged to:
Once the CSM has created the handover issue using [the standard template](https://gitlab.com/gitlab-com/customer-success/csm-to-cse-handover/-/blob/master/.gitlab/issue_templates/CSM_to_CSE_handover.md) and the **CSE Territory Owner** has approved it, the **responsible CSE** is encouraged to:
- Review:
-**Account overview** and **Top 3 things to know**