icon picker
Sales Pipeline

Purpose: Manage sales opportunities and track sold measures.

Kanban Board: Sales Opportunities

Columns:
Lead
Quoted
Negotiating
Closed

Table: Sold Measures

Table 3
Column 1
Column 2
Column 3
Column 4
1
Measure Name
Buyer Details
Sale Value
Commission Earned
2
Solar Panels
John Smith
£5,000
£500
3
Heat Pump
Emily Johnson
£7,000
£700
There are no rows in this table

Automations:

Set reminders for follow-ups with unsold leads.
Notify the sales team when a measure is sold.
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.