📖 How to use this template

A sales pipeline that doubles as a customer database. The List tab holds every contact you are working, one task each, with their details on the card; the Pipeline sublist shows the same records as a board, one column per stage. The sample holds ten contacts spread across the stages so you can see both views working before you put your own in.

1. Duplicate this project into your own organization (dropdown next to the project name, then Duplicate)
2. Replace the sample records with your own, one task per person or company, using the task name as the contact name
3. Fill in Source, Lead Temperature and Company Size on each record so you can filter and group your list
4. Open the Pipeline sublist in Board view and drag each card across as the deal moves

The two views

The List tab is the database. Everything lives here, and it is where the contact fields are easiest to read side by side in Table view.

The Pipeline sublist is the same records shown as a board, with one column per stage. Moving a card between columns changes that record's status, so the two views never drift apart. Work in whichever suits the moment: the board when you are running deals, the list when you want the whole book of business at once.

What goes on a record

Five fields carry the contact details: Company, Email, Phone, Address and Website URL.

Three carry the segmentation you will actually filter on:

• Source — how they reached you: Email, Referral, or Support Message
• Lead Temperature — Hot, Warm, or Cold
• Company Size — 1-10, 10-50, or 50-100

Use the task description for the running story: what they last said, what you promised, what to raise next time. The sample records show this as a single quoted reply, but there is nothing stopping you keeping a dated log there instead.

The stages

Cards start at Incoming and end at either Done/Closed or Lost, moving through contact, meeting and proposal stages on the way. The columns are the project's statuses, so renaming a status renames the column, and adding one adds a column. Rename them to match how your team actually sells rather than working around the sample names.

Making it fit your sales motion

Two things are worth changing early. If you sell to companies rather than individuals, put the company in the task name and use the Company field for a division or trading name. And if your deals need chasing on a schedule, add a due date to each record as the next-contact date, so the list sorts by who is owed a reply.