Use this template to keep track of your sales pipeline in Notion.
Use this template to keep track of your sales 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 owner who wants to grow his/her company. Sales leads are generated from various sources such as cold calling, email campaigns, referrals, etc. The goal of a sales lead pipeline is to convert these leads into customers.
What you need before purchase
After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:
For ongoing use, the steps are: