Sales pipeline template

Track potential customers from new lead to closed deal.

Use template
Sales pipeline screenshot
Capture net

Pipeline stage tracking

Track potential customers through each of the sales pipeline stages, from negotiation to closure.

Jira desktop

Visualization tools

View your sales pipeline as a list, board, calendar, or timeline. Quickly find what matters most to you.

Video call

Customized pipeline management

Modify your workflow to suit your sales team’s needs. Add teammates for easy collaboration.

Use template

Featured product: Jira Work Management

The easiest way for sales teams to close deals. Learn more

“Atlassian tools allowed people to work with greater agility, which helps us develop a connection with our clients.”

Denis Boisvert

Atlassian Tools Product Owner, National Bank Canada

National Bank of Canada logo

Related templates

How to get started with the sales pipeline template

1. Add leads to your sales team’s list Copy link to heading Copied! view +

Add potential leads to your list. Then, add any important details and attachments about the lead.

2. Assign team members Copy link to heading Copied! view +

Link different team members to different roles, so everyone knows what they’re responsible for.

3. Keep track of milestones Copy link to heading Copied! view +

Update details as leads move through the sales pipeline. You can also view all of your team’s work together to track overall progress.

4. Prioritize and organize Copy link to heading Copied! view +

Quickly sort the list by status to help your team stay on top of next steps.

5. Automate work Copy link to heading Copied! view +

Wherever possible, let the robots do the work. Set up simple no-code automations to keep work aligned, create reminders, and connect tools like Microsoft Teams, Slack, and more.

Ready to use this template?

Get it free