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Sales Team

Manage leads by type, source, and deal stage — all in one place. Full CRM pipeline from New Lead to Won/Lost.

About This Template

The Sales Team template transforms VAIZ into a lightweight CRM with a complete sales pipeline. Track leads from initial contact through closing, with visibility into every stage of your sales process.

Categorize prospects by 11 lead types to understand the quality and source of your pipeline, from cold leads requiring outreach to hot leads ready to close. Distinguish between marketing-qualified (MQL), sales-qualified (SQL), and product-qualified (PQL) leads to align sales and marketing efforts.

Built-in custom fields capture essential contact information, deal amounts, close dates, and lead sources. Perfect for sales teams who want CRM visibility without enterprise complexity.

What's Inside

Columns Included

New LeadQualificationInitial Contact AttemptContact MadeDiscovery StageProposalNegotiationContract SentWonLostNo Decision / On Hold

Task Types

Cold LeadWarm LeadHot LeadMQLSQLPQLUQLReferralInboundOutboundDisqualified

Custom Fields

NameEmailPhoneCompanyJob TitleLead SourceFirst Outreach DateLast Activity DateLinkedInDeal AmountClose Date

Key Features

  • 11-stage sales pipeline
  • 11 lead type categories
  • Contact information fields
  • Deal amount tracking
  • Lead source attribution
  • Activity date tracking
  • LinkedIn profile field
  • Close date forecasting

Who Is This Template For?

  • Sales teams
  • Business development
  • Startups
  • Account executives
  • Sales managers

Ready to get started?

Learn how to create a board from this template in just a few steps.

Read the step-by-step guide

Frequently Asked Questions

How do I create a board from this template?

Creating a board is easy! Navigate to your project, click the + button next to Boards, select this template, customize the settings, and click Create. For a detailed walkthrough, check out our step-by-step guide.

What deal stages are included?

The template includes 11 stages: New Lead, Qualification, Initial Contact Attempt, Contact Made, Discovery Stage, Proposal, Negotiation, Contract Sent, Won, Lost, and No Decision/On Hold.

What's the difference between MQL, SQL, and PQL?

MQL (Marketing Qualified Lead) showed interest via marketing. SQL (Sales Qualified Lead) is vetted by sales with confirmed buying intent. PQL (Product Qualified Lead) is a free/trial user showing readiness to convert.

What custom fields are available?

The template includes fields for: Name, Email, Phone, Company, Job Title, Lead Source, First Outreach Date, Last Activity Date, LinkedIn, Deal Amount, and Close Date.

Can I track deal values and forecasts?

Yes, the Deal Amount field lets you track expected revenue, and Close Date helps with pipeline forecasting.

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