Utilize this template to effortlessly create custom lists for effective deal flow management, allowing you to easily track and monitor your deals.
What's Included
Everything your sales team needs to track your deals. Record important details like contract value, point of contact, and deal stage all from a single list.
View and handle all your deals data in a familiar "All Deals" View.
See and manage all your customers' information using the "All Customers" View.
Manage your deals efficiently with the Sales Pipeline View and move your deals effortlessly across different stages of the sales pipeline using the drag-and-drop feature.