Use this template to keep track of your sales leads pipeline in Notion.
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Notion – Sales Leads Pipeline
Notion – Sales Leads Pipeline
Use this template to keep track of your sales leads pipeline in Notion. Keep track of all your clients and view filtered lists of deals In Progress, Won and Lost. You can also view your contacts in a pipeline-style Kanban Board. A sales lead pipeline is important for any business because it helps you identify which leads are worth pursuing, and also gives you a way to track how well each one converts into a sale. Sales lead pipelines help you prioritize your efforts, and they allow you to measure the effectiveness of your sales team.
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What you need before purchase
- Basic knowledge of how to use Notion
- Paid Notion account if you want to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.
After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:
- Click on the template download link in Gumroad
- When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
- The template will now be available in your own Notion account
For ongoing use, the steps are:
- Login to Notion and select the template you want to view
- Click on the Duplicate link in the top-right of your screen to create a copy to use
- You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again
