Managing your sales pipeline can feel daunting at first especially if you are a newer company or have a smaller sales team. Here are some resources to help make the process smoother!
A Great Sales Pipeline Template
Salesmate offers a free Excel sales pipeline template that allows you to track and report your deal statuses as well as plan your sales activities. You can also customize the template to best fit the needs of your business and match the stages that you have outlined.
Airtable offers a more advanced example of a sales pipeline template, which we also shared above. Airtable provides default stages, but you can customize and map your own activities as well. A perk to Airtable’s template is its collaborative design, allowing comments from multiple teammates to see as well as batch updates.