Sales CRM Pipeline
A B2B deal pipeline from first lead to won or lost, for new business, upsells, renewals and partnerships. Every deal tracks its value, probability, expected close date, next step and lost reason.
What's inside
What a new project starts with
Sales CRM Pipeline.json28 KB
Workflow7 states
- Lead
- Qualified
- Meeting Booked
- Proposal Sent
- Negotiation
- Won
- Lost
Issue types4
New BusinessdefaultUpsellRenewalPartnershipLabels14
IndustrySaaSE-commerceFinanceHealthcareEducationManufacturingLead SourceInboundOutboundReferralEventPartnerFlagsHotAt RiskNeeds Legal
Custom fields11
- Companytext
- Deal Valuenumber
- Probabilityselect · 10% · 25% · 50% · 75% · 90%
- Expected Closedate
- Next Steptext
- Contact Nametext
- Contact Emailtext
- Websiteurl
- Company Sizeselect · 1-10 · 11-50 · 51-200 · 201-1000 · 1000+
- Account Ownermember · people only
- Lost Reasonselect · Price · Timing · Competitor · No Budget · No Decision · Product Fit
Issue templates4
- New DealNew Business · Lead
- PartnershipPartnership · Lead
- RenewalRenewal · Qualified
- UpsellUpsell · Qualified
Views15
- Pipelineboard
- By Account Ownerboard
- Forecasttable
- Close Calendarcalendar
- Hot Dealsboard
- Renewalstable
- Won Dealstable
- Lost Dealstable
- Sales Overviewdashboard
- Qualifyaction
- Book meetingaction
- Send proposalaction
- Negotiateaction
- Mark wonaction
- Mark lostaction
Setup
- Cycles, off
- Initiatives, off
- Dashboards, on
- Docs, on
- Notes, off
- Subtasks, on
- Checklists, on
- Issue stats, on
- Time logging, off
- Completed issues archive after 180 days
- Canceled issues archive after 90 days
- Open subtasks close with their parent
Quick start
Skip the setup, start the work
- 01
Import it in Project templates.
- 02
Open it to the teams that need it.
- 03
Pick it when you create a project.
A new project from this template · ready for issues