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Sales Pipeline

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Use this template

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Managing a sales pipeline doesn't require a heavy-duty CRM. Track your prospects through to deal stage with this simple template.

Completed Sales Pipeline template in Milanote app

The ideal template to manage your sales pipeline

Keeping track of a pipeline should be straightforward, and we've put together this template to help you stay organised at every step.

Sharing and collaboration is simple in Milanote. Once you've populated the sales pipeline with prospects, share the board with your team.

Why use a Milanote template?

Milanote's public template browser allows immediate access to high-quality pre-formatted boards from expert contributors that help you and your team get started faster.

  • Create your own private templates to share with colleagues and speed up common tasks and processes.
  • Collect all of your requirements in one place—all your notes, ideas and research side by side.
  • Create boards within boards to add as many levels of hierarchy as your project requires.
  • Export your boards to linear or layout PDFs, or simply invite clients and stakeholders to collaborate in boards directly.
  • Access Milanote across all of your devices through a web browser (native apps coming soon).
  • Feel safe—Milanote is a secure and private place for your all of your creative projects.
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