Customer Relationship Management (CRM)

Sales Use Template
Make it easy to organize, track, and grow your pipeline. Get started today with this template to manage your pipeline and speed up your sales team.
Customer Relationship Management (CRM)
Person
Person
Person
Person
Person
Person
Person
List Board
Open
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Lead
Tommy Bates
Warm
Cold
Warm
Hot
Plan 1
Plan 1
Plan 2
Plan 3
Plan 4
$3,000
25%
10%
25%
50%
75%
100%
23 Aug 2019
Joseph Sharp
Cold
Cold
Warm
Hot
Plan 2
Plan 1
Plan 2
Plan 3
Plan 4
$5,000
10%
10%
25%
50%
75%
100%
27 Jul 2019
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Contacted
Leslie Barlow 
Warm
Cold
Warm
Hot
Plan 1
Plan 1
Plan 2
Plan 3
Plan 4
$3,000
50%
10%
25%
50%
75%
100%
1 Jun 2019
Jack Burns 
Hot
Cold
Warm
Hot
Plan 4
Plan 1
Plan 2
Plan 3
Plan 4
$25,000
50%
10%
25%
50%
75%
100%
1 Jun 2019
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Meeting Scheduled
Anders Peterson
Warm
Cold
Warm
Hot
Plan 1
Plan 1
Plan 2
Plan 3
Plan 4
$3,000
50%
10%
25%
50%
75%
100%
31 May 2019
Sarah Bradley 
Warm
Cold
Warm
Hot
Plan 2
Plan 1
Plan 2
Plan 3
Plan 4
$5,000
75%
10%
25%
50%
75%
100%
15 Jun 2019
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Proposal Delivered
Gabriel Smith
Hot
Cold
Warm
Hot
Plan 4
Plan 1
Plan 2
Plan 3
Plan 4
$25,000
75%
10%
25%
50%
75%
100%
19 Jun 2019
Jennifer Webb 
Hot
Cold
Warm
Hot
Plan 3
Plan 1
Plan 2
Plan 3
Plan 4
$10,000
100%
10%
25%
50%
75%
100%
1 May 2019
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WON
Yasmin Brooks 
Warm
Cold
Warm
Hot
Plan 3
Plan 1
Plan 2
Plan 3
Plan 4
$10,000
100%
10%
25%
50%
75%
100%
17 Mar 2019
Clark Mayer
Cold
Cold
Warm
Hot
Plan 2
Plan 1
Plan 2
Plan 3
Plan 4
$5,000
75%
10%
25%
50%
75%
100%
1 May 2019
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Lost
Francis Delgado 
Warm
Cold
Warm
Hot
Plan 3
Plan 1
Plan 2
Plan 3
Plan 4
$10,000
50%
10%
25%
50%
75%
100%
31 May 2019
Adriana Barton
Cold
Cold
Warm
Hot
Plan 4
Plan 1
Plan 2
Plan 3
Plan 4
$25,000
25%
10%
25%
50%
75%
100%
27 Apr 2019
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Closed
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