# CSM Account Templates

**Category:** [Customer Success](https://help.totalctrl.app/hc/totalctrl/totalctrl-help-center/en-US/categories/crm-csm-templates)
**Updated:** 2026-08-19

## What are CSM Account Templates?

CSM templates work just like [CRM Templates](/hc/crm-csm-templates/crm-templates), but for **Customer Success Accounts**. A template defines which fields appear when creating and editing an account, in what order, and which are required.
## Built-in fields

Account Name is always present and required, and you can always link an account to a **CRM Company**. Other built-ins — CSM Owner, Lifecycle Stage, Tier, MRR, ARR, contract dates, Renewal Date — can be enabled, disabled, reordered, or marked required.
## The “CSM” field type

When creating a custom field (**CSM → Settings → Custom Fields**) you can choose the **CSM (User / Guest)** type. It renders as a picker of your workspace users and guests — useful for fields like “Backup CSM” or “Onboarding Lead”.
## Managing templates

Go to **CSM → Settings → Templates** to create, edit, reorder, and delete templates, and use **Template Mapping** to set the default that drives the account form.

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## Related Articles

- [Inviting CSM guest collaborators](https://help.totalctrl.app/en-US/articles/csm-guest-invites)

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