PipelineDeals - Index - Admintodo templates

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Admin
Task & People Templates

This is where you create, edit or delete task and event templates. Templates may then be applied to deals or people. You will have the option to make a template the default template and have it automatically applied when a deal or person is created. You may also apply templates manually.

Name

Type

Actions

Basic Sales Process

Deal

Edit | Delete

Editing Basic Sales Process

Items:

	Name	Actions
Day 1	Initial Qualification Call	Edit \| Delete
Name: Day Number Event Type Cancel
Day 2	Send Thank You Email	Edit \| Delete
Name: Day Number Event Type Cancel
Day 5	Complete Face to Face Meeting	Edit \| Delete
Name: Day Number Event Type Cancel
Day 6	Prospect Qualified	Edit \| Delete
Name: Day Number Event Type Cancel
Day 8	Draft business terms and contract	Edit \| Delete
Name: Day Number Event Type Cancel
Day 13	Fax final contract for signature	Edit \| Delete
Name: Day Number Event Type Cancel

Leads Template

People

Edit | Delete

Editing Leads Template

Items:

	Name	Actions
Day 0	Make Initial Call	Edit \| Delete
Name: Day Number Event Type Cancel
Day 1	Follow up thank you email	Edit \| Delete
Name: Day Number Event Type Cancel
Day 3	2nd Call	Edit \| Delete
Name: Day Number Event Type Cancel
Day 4	If interested: Convert to Deal	Edit \| Delete
Name: Day Number Event Type Cancel

Negotiation Template

Deal

Edit | Delete

Editing Negotiation Template

Items:

	Name	Actions
Day 0	Follow up with VP Biz Dev	Edit \| Delete
Name: Day Number Event Type Cancel
Day 1	Draft Terms	Edit \| Delete
Name: Day Number Event Type Cancel
Day 2	Call Client	Edit \| Delete
Name: Day Number Event Type Cancel
Day 4	Face to face meeting	Edit \| Delete
Name: Day Number Event Type Cancel

Vendor Template

People

Edit | Delete

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