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Opportunity pipeline template

Purpose: This pipeline is intended to help you track sales leads and opportunities. If you’ve used another CRM before and want familiar language in your pipeline, this is a good place to start.

How It Works:

  1. Create the pipeline by going to your Pipelines Settings page. You can only reach this page if you are the admin or owner on an account. On that page, click “Create a new pipeline,” and start with one of our existing pipeline templates.
  2. If you identify someone as an opportunity, or they express interest in becoming a customer, attach an Opportunity pipeline to their contact record in the CRM. Be sure to input a description about the particular opportunity.
  3. As you communicate with your opportunity, be sure to change their pipeline status and add information you gather into custom fields. If you realize you need different statuses to match your process, or more custom fields to stay organized, don't be afraid to customize!
  4. Once an opportunity is successfully closed or dismissed, be sure to move your Opportunity pipeline attachment into a closed status. If someone becomes an opportunity again or eventually gets back to you about a project you thought was over, you can always attach a new Opportunity to their record, or reopen a closed out pipeline.

Potential Customizations:

  • Tailor to your process: the sky is really the limit here! Our opportunity pipeline can be tailored to fit your exact process. Create statuses for all the steps in your process and custom fields for the pieces of information you’ll need to know about each opportunity. Below we’ll list some common customizations if you need some ideas to get started.
  • Track each touch: if you have a set number of touches you make before you consider a lead lost, add them as statuses! For example, you can have a status for “Call one made,” “Call two made,” “Appointment Scheduled,” and so on.
  • Probability of closing: you can use a number custom field or a dropdown list to track the likelihood that an opportunity will close.
  • Estimated close date: you can use a date field to track which deals will likely close this month, and combine that with the value field to project how much money you’ll make.
  • Tracking interests: if you offer several products or services, you might want to have a custom checkbox list to track what each opportunity is interested in. You can pull reports based on who has shown interest in certain products and use those lists to send out special offers or follow ups.

See our full list of pipeline templates here. If you have any questions about pipelines, contact us and we’d be happy to help!

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