CRM Pipeline Kanban Board Template

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.

Use this template to:

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.
When Sales delivers a proposal, it moves the Task to the Proposal Delivered column.
If the proposal is accepted, Sales moves the Task to the Wins column. If the proposal is rejected, Sales moves it to the Losses column.
At any point during this process, Sales can optionally add labels to Tasks, for instance if they want to classify leads as Warm, Hot, or Cold.

View the full process

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