SharePoint Sales Lead Pipeline Template

Description of Template
The Sales Lead Pipeline SharePoint template helps sales teams track the status of sales leads, opportunities and closed or lost deals. The site enables sales representatives to enter in information about a lead, including source, deal size and probability to close. If the lead proceeds to be worthwhile, the sales representative can convert it to an opportunity, which enables them to enter additional information about the potential customer such as next steps, competitors, key product enhancements desires and close date.

Activities Performed in this Application Template

  • Create Leads: The first step once a lead is identified is to enter it into the system. The Sales Lead Pipeline application template allows sales representatives to enter information about a lead, including contact information, rating (hot, warm, cold), size of opportunity and authorization to contact via phone or email.
  • Convert a Lead: Once a lead is identified as a strong opportunity, the sales representative returns to begin the process of converting that lead to an opportunity. The site includes workflow to convert the lead, enabling the sales team to enter additional information about the opportunity such as sales stage, opportunity type, close date, next steps and competitors and reason deal lost. The workflow also creates an account, and transfers relevant information to that list.
  • Enter Account Information: For converted leads, an account will automatically generate with the Account listing. However, sales representative also have the capability of creating a new account that did not flow through the traditional lead, opportunity pipeline. In either case, sales teams can enter account information such as contact and company information.
  • Close an Account: When a customer no longer purchases from the company, an account can be changed from “Active” to “Closed”. This field can then be used to show only active accounts on customized pages.

Site Lists and Libraries
Accounts: Lists the company’s customer accounts, including contact and company information.
Contacts: List contacts across all potential leads and companies.
Leads: Use this list to manage your team’s sales leads.
Opportunities: Use this list to manage your team’s sales opportunities.