Sales Pipeline Template

Sales Pipeline Template, within the Milanote app

Visually track and manage your sales leads

This sales pipeline template is the perfect way to manage and keep track of your leads and active deals. Milanote's drag-and-drop interface allows you to arrange columns, notes, lines, links, files, videos and tasks on an infinite virtual canvas.

The basic structure is in place, so you can jump straight in and begin personalizing the board to suit the stages in your sales process.

  • Everything in one place
  • Organize visually
  • Streamline your workflow
  • Improve efficiency & teamwork
  • Assign tasks & due dates

Collect everything in one place

Milanote is the visual way to collect everything that powers your creative work. Simple text editing & task management helps you organize your thoughts and plans. Upload images, video, files and more.

Organize visually

Milanote's flexible drag and drop interface lets you arrange things in whatever way makes sense to you. Break out of linear documents and see your research, ideas and plans side-by-side.

Collaborate with your team

Milanote boards can be a private place to think, or a shared workspace for collaboration—you're in total control of who sees what. Instantly see your team's changes, leave comments, and never miss a thing with smart notifications and alerts.

Communicate goals, actions and metrics.

Strategic Planning Template
Strategic Planning Template, within the Milanote app

Define your ideal audience segments.

Target Audience Template
Target Audience Template, within the Milanote app

Map out your organizational structure and relationships.

Team Structure Template
Team Structure Template, within the Milanote app

Map out the influential stakeholders on your project.

Stakeholder Mapping Template
Stakeholder Mapping Template, within the Milanote app

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Start your Sales Pipeline

Track and manage your sales leads.