Simple and intuitive

Sales Pipeline Template

Manage your leads more efficiently by
using this visual, easy-to-use template.

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Pick a Template

Choose a template from our pool of ready-to-use templates.

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Customize It

Add your action items, reorder based on priority and create a tailored plan to fit your needs.

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Execute Your Plan

Assign team members to each action item and monitor your plan's progress at every stage.

Tutorials
Sales Pipeline template

Whether you are the manager of a sales team of hundreds or a single salesperson tracking multiple leads, the sales pipeline template will change the way you manage your work, forever.

Record every step of your process from the time you first contact a potential customer all the way through to the point where you receive payment.

Divided into “active leads,” “won,” and “lost,” you can not only see your current prospects but keep track of those that were successful and those that were not. Messages can be sent within the template so you can ask a team member for a detailed update and record their response, and it is automatically connected to the correct lead.

What are the benefits of using this template?

  • Simple tracking with labels:
    Colored labels allow you to track your last contact with a prospect. Labels include “email sent” and “call again,” but you can also create your own labels and track your progress in a way that suits you.
  • Flexible views:
    Have a presentation to create? No problem. Data from the template can be viewed in multiple formats and then used where you need it. A pie chart to show the status of all leads, a table of current progress sorted by sales rep, a view of how many leads are negotiation, these views, and more, are available at the click of a mouse.