Notion – Sales Pipeline

Use this template to keep track of your sales pipeline in Notion.

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Notion – Sales Pipeline

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.

 

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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

 

Template Type

Premium

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