This step is OPTIONAL and can be done at any time. PipelineDeals supports To-Do templates for both your Leads and your Deals. These task lists can help you define a structured process to cultivate your Leads and Deals in a consistent way. With your deals it also allows you to measure productivity for each step in the process and see simple red light/green light status reporting against the process. 1. Click on the Admin link in the top menu. 2. Click on Manage To-Do Templates. 3. Select create new to-do template. 4. Click edit to give the template a name. 5. Click Add to-dos. 6. Enter to-do type, description, and expected day to complete the step (Day 0 is the day you apply the template). 7. Click Save to use this template. 8. All users who create a new deal will see these to-dos and events exposed for their deals or leads. 9. **Note your To-Dos will ignore weekends by default. Below is a sample template SAMPLE SALES PROCESS 1. Initial Sales Qualification Call, Phone Call 2. Email follow-up thank you, Email 3. Face to Face meeting, Appointment 4. Qualified Lead, Milestone 5. Draft business terms, To-do 6. Review initial business terms with prospect, To-do 7. Draft contract, To-do 8. Contract finalized, Milestone 9. Closed, Milestone