This template helps you manage your sales pipeline from lead qualification to deal conversion. Track your leads and deals, applying a consistent deal qualification framework and deal process to increase sales.
Sales PipelineGet Free Solution to your ClickUp account
ATTEMPT TO ENGAGE, CLOSED, NEW LEAD, UNQUALIFIED - FOLLOW-UP, BLOCKED, ENGAGED, SCHEDULED, OPEN, ON HOLD, AT RISK, QUALIFIED, UNQUALIFIED - ARCHIVE, ON TRACK, NEED APPROVAL
- Contact Name
- Job Title
- Sales Stage
- Sales Process
- My Assignments
- ✨ Getting Started
When status changes, change due date.
When status changes, change List, and set custom field.
When task created, change due date, and change priority, and set custom field.