Sales Lead Qualification Free Template

Say goodbye to spreadsheets and badly structured processes. With Pipefy’s Lead Qualification Template, you will not miss any sales opportunities.

This template contains a pre-defined pipeline that guarantees visibility into all qualification stages. Customize each phase as you want, and use them to gather information about your clients, such as contact, demographic data, or budget.

Set alerts to notify your team each time there is a new lead, and cut out manual tasks, such as sending emails or moving leads from one stage to another, with automations.

Start using Pipefy in just a few minutes. After downloading our Sales Qualification Template, you can adapt it at any moment, based on your own business criteria.

Customize forms with your company’s branding, and add mandatory fields to guarantee data collection and standardize your process. These forms can be shared in public mode through your website or inserted in email templates.

Every time a form is filled out and sent, you’ll find a new contact in your qualification pipeline.

Define your own qualification rules and negotiation deadlines. Identify each contact with different labels, so you can easily find the most promising ones.

With Pipefy, your team can prioritize the right opportunities — meaning no more bottlenecks and wasted time.

Pipefy’s Lead Qualification Template offers many resources to organize and optimize your sales process:

• Easily import all your contacts with the Importer App
• Integrate Pipefy to other software to share information
• Centralize your team’s communication with our email tools
• Get more speed and agility with automations
• Analyze your sales performance with dashboards and reports

In Pipefy, you are the one in charge! Define your process criteria and set automated emails to schedule meetings or create alerts so no client is left unanswered.

With Pipefy’s Dashboards, you can create charts in different formats such as lines, bars, tables, calendars, pie charts and more, combining different information to gain insights, such as the volume of leads per month, lead time of each card in the process, how many leads each team member attended in a given period, etc.