Sales Opportunity Template

Sales Opportunity Template

Opportunity knocks! This template is designed to help manage sales opportunities – both new and existing customers – into sales. The template is perfect for when you’ve identified a sales customer, and want to manage and document the process of nurturing...
Product Roadmap Template

Product Roadmap Template

Planning out a product roadmap can quickly become confusing and complicated. With this template, the whole thing becomes so much easier. Create each task and assign an epic, a sprint and a priority level. Then assign the relevant people and date for the next action....
Lead Tracking Template

Lead Tracking Template

When dealing with sales leads, quality is just as important as quantity! This template is designed to help you track both. This template illustrates how you might track leads, all the way from initial enquiry, through to contact and proposal until – eventually...
Chat Template

Chat Template

Need a place to chat to other people on an ongoing basis? This template is a simple way to keep all your chat in one place. Give this project has a “Project” privacy setting so that it’s only visible to the people you invite to it – keeping all your chat private...
Note Template

Note Template

Keep things simple! This project template is as stripped back as it gets, giving you a convenient place to keep personal notes. Give this project has a “Project” privacy setting so that it’s only visible to the people you invite to see it. This makes it a great place...