Sales pipeline template (free)
A lightweight deal pipeline with value and close-date fields.
What is inside this template
- 1 pre-written tasks with estimates and due dates
- 6 workflow statuses tuned for sales work
- 3 custom fields ready to use
- Opens in the board view
Inside the Sales pipeline template
Workflow
Lead
Qualified
Proposal sent
Negotiation
Won
Lost
Pre-written tasks
- Example deal — rename me
Custom fields
Deal value · currency
Expected close · date
Source · select
Ready to try it?
Free plan, no credit card, no sales call. Import your current tool and see the difference this week.