Sales pipeline management template

  • Organize and manage your sales pipeline efficiently, ensuring a systematic approach to lead management and opportunity tracking.
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Features and functionality

Utilize pipeline data to make informed predictions about future sales and revenue, aiding in better planning and resource allocation.

Pipeline Stages

Define and manage the stages of your sales pipeline, from lead generation to closing deals.

Task and Activity Management

Assign tasks, set deadlines, and track activities related to each lead and opportunity to ensure timely follow-ups and effective sales efforts.

Lead Tracking

Maintain a centralized database of leads with detailed information, including contact details, source, and status.

Collaborative Spaces

Enhance team collaboration with shared access to sales data, notes, and updates.

Opportunity Management

Manage sales opportunities with detailed records, including potential revenue, probability of closing.

Automated Notifications

Receive alerts for important events, such as lead follow-ups, task deadlines, and changes in sales status.

Overview

This Sales Pipeline Management Project Template helps sales teams effectively manage their pipeline, optimize their sales process, and drive better results through improved tracking, forecasting, and collaboration.

How it works

To use this template you need to have a Teamhub account. Once inside the Teamhub app you can click on ‘Create Project’ and search for this template. You can use the template with the sample data we’ve provided or choose to exclude the data and create just the structure and process flow.

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