Leads to qualify
New contacts to assess by need, budget, and timeline.
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First contact
People contacted and the next conversation to schedule.
Proposal sent
Offers sent with price, scope, and expected decision date.
Follow-ups
Opportunities awaiting a reply and follow-up messages to send.
Negotiation
Points to settle before agreement: price, schedule, and terms.
Won or lost
Final decision, signed value, and lessons worth keeping.
MagNotes templates
Sales pipeline
Track every opportunity from first contact to signature or closure.
This board includes
- Leads to qualify
- First contact
- Proposal sent
- Follow-ups
- Negotiation
- Won or lost