Content New clients screenshot

Onboarding New Client Template

Excellent for sales teams of any size who need one tool to track prospects, and always know what their next move is.

Get started

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

Advantages of using New clients Template

Track your sales, one step at a time

Track each customer through every step of your sales process, from initial contact through to negotiation and closure. We’ve given you a workflow to get started, which you can modify according to your needs.

Never miss a sales opportunity

With lots of custom columns to choose from you can easily manage and then track progress of new leads, top accounts, or opportunities. Manage your sales pipeline and get the most out of your sales cycle.

What you’ll love the most about this template

Kanban view

• Visualize your entire pipeline on a Kanban Board. Have your sales pipeline visually sorted by status plus drag and drop your tasks like sticky notes. By having your tasks sorted by relevance, you make your projects transparent, leaving almost no space for misinterpretation.

Sort

• You can sort each Column according to some sort of criteria. This can help you organize your Board better and have a clearer overview of all the Items in the Board.