Sales pipeline

Get control over your leads and follow them through the pipeline to close the sale.

Need to more strongly visualize your sales pipeline? This template will help you organize the process you need to close more deals. 


The columns in this template are: 

  • Leads
  • Contacted
  • Meeting scheduled
  • Proposal sent
  • Won
  • Lost

Change or create your own customized columns based on your needs. 


How to:

Create a card for each lead and fill in information about the company. Move the cards around on their status in the sales pipeline. Use colors to categorize your leads based on their readiness to buy. 

Ready to get started?

Explore Upwave on your own or contact us to learn more.