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The CRM Pipeline Template makes it easy to track and manage every aspect of your sales pipeline, from acquiring a new lead to closing the deal.

  • Sales

Sample Uses

Use this template to:

  • View where prospects are in the sales pipeline.
  • Improve time management by keeping opportunities organized.
  • Store all details about your leads in one central location.
How to Use:
  • Sales creates a Task for each new lead in the Opportunities column. The Task includes customer contact details and any other relevant info about the lead.

  • When the lead is contacted, Sales moves the Task to the Contacted column.

  • When the lead is qualified, Sales moves the Task to the Qualified column.

  • When Sales begins to nurture the lead, it moves the Task to the Nurturing column.

View the full process