Get control over your leads and follow them through the pipeline to close the sale.
This template is perfect for visualizing your sales pipeline. The columns are Leads, Contacted, Meeting scheduled, Proposal sent, Won and Lost, but you can customize them to fit your own process. Start by creating a card for each lead, where you fill in information on the company. Move the cards around based on where they are in the sales pipeline. You can use colors to categorize your leads based on their readiness to buy.
Setting up your account takes less than a minute.