Deals screenshot

Deals template

Best for sales teams looking for a transparent way to track pipeline progress.

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* The template contains: Group of items, Text column, Person column, Status column with customized labels, Date column, and Tag column.

Advantages of Deals template

Capture leads

Use this CRM template to effectively capture leads, track sales pipelines, and manage contacts. Easily forecast revenue, generate insights, and learn where to focus your efforts.

Manage pipeline effectively

Managing your pipeline isn’t only about growing it, but also maintaining the opportunities that already exist. With our pipeline template, you’ll get an easy way to keep track of account data, notes, and action items and move everything forward.

What you’ll love the most about this template

Probability column

• In this rich text column you can express the progress and negotiation status by showing the probability of the deal. You’ll gain instant clarity where you stand with your deals.

Group of items

• Groups are a great way to categorize your board information into specific categories. For example, we split this CRM board board into two categories, opportunities and closed deals.

Filter

• You don't need to see all the categories in your board view. Just filter data with our board filters and easily narrow it down to the specific information that you need. It's a real time saver.