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1. pipefy
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for processes and workflows

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4. The easy button
for processes and workflows

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Process
Templates
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6. pipefy Template Directory
This Sales Pipeline Process Template is a step-by-step workflow
that enhances your team’s focus and productivity by guiding them
through all the steps of the sale, from prospecting, to qualifying
properly hot and cold opportunities to close the deal.
Sales Pipeline Template
MARKETING & SALES
Import this template now!
Move to
Under negotiation
Move to
Lost
Move to
Won
Back to
Qualify
Choose
Next Step
Write a comment...
Now on Send Proposal
3 days in this phase
elvin
eandro
tur
s,
ue poposal
Attach here the proposal sent
ADD FILES
awesome-proposal.xls
upload date 09/10/2015
XLS
The date you sent out the proposal
Tell us the date when you sent the proposal
09/23/2015
Follow-up on ...
Choose a date and time if you need a follow-up reminder.
09/27/2015
What’s the entire amount proposed?
1.645,00

7. 6 months
12,000+ companies
110 countries
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8. Alessio Silva Alionço
Previous Successful Exit
Leandro Johann
+20 years on ERP & BPM & CRM
(Microsoft + Salesforce + TOTVS)

9. pipefy
www.pipefy.com angel.co/pipefy
Alessio Silva Alionço
CEO
alessio@pipefy.com