• Folder

  • Beginner

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.

Template Includes

    • +11
    • 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
  • Email
  • Industry
  • Job Title
  • Phone
  • Sales Stage
  • Service/Product

  • Sales Process
  • My Assignments
  • List
  • ✨ 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.

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