Visualize your next big idea, then bring it to life with your team. New ClickUp Whiteboards
  • Space

  • Intermediate

This space is the perfect way to track your sales pipeline from lead to client. With your playbook just a click away, account management will be a breeze!

Template Includes

    • TO DO, COMPLETE
    • +7
    • ATTENTION NEEDED, UP FOR RENEWAL, QUALIFIED PROSPECT, RENEWED, UNQUALIFIED PROSPECT, INTRO CALL, DEMO, ONBOARDING, CHURNED, CLOSED [LOST]
    • +15
    • CHURNED, FOLLOW UP, NURTURING, MADE CONTACT, LOST FOREVER, CONTACT 3, COMPLETE, DID NOT RENEW, DID NOT RENEW, NEW LEAD, ONBOARDING, RENEWED, ATTENTION NEEDED, INTERESTED STILL, UP FOR RENEWAL, CONTACT 1, READY FOR SALES, NOT INTERESTED

  • Last Contacted

  • Time tracking
  • Priorities
  • Tags
  • Custom fields
  • Dependency warning
  • Multiple assignees
  • Emails clickapp

  • List
  • Sales SOP
  • Box
  • List

  • When status changes, change List.

  • When status changes, change List, and change assignee.

  • When status changes, change List.

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