Templates · Sales
Sales CRM
Companies, contacts and deals, with a pipeline board and weighted forecast.
3 tables, 22 sample records.
Deals
9 fields, 8 sample records; views: Pipeline, All deals, Close dates.
| DealSingle line text | StageSingle select | CompanyLink to another record | ContactLink to another record | AmountCurrency | ProbabilityPercent | Weighted amountFormula | Expected closeDate | Next stepSingle line text |
|---|---|---|---|---|---|---|---|---|
| Northwind annual plan | Negotiation | Northwind Traders | Maya Chen | $48,000 | 70% | Nov 20, 2026 | Send revised order form | |
| Globex pilot | Proposal | Globex | Tomás Rivera | $12,000 | 40% | Dec 4, 2026 | Security review call | |
| Initech expansion | Won | Initech | Priya Natarajan | $26,500 | 100% | Oct 15, 2026 | ||
| Umbrella Health rollout | Qualified | Umbrella Health | Jonas Weber | $90,000 | 20% | Jan 29, 2027 | Discovery workshop | |
| Hooli team seats | Lead | Hooli | Aisha Bello | $8,000 | 10% | Feb 12, 2027 |
Companies
7 fields, 7 sample records; views: Grid view.
| NameSingle line text | IndustrySingle select | EmployeesSingle select | WebsiteURL | Pipeline valueRollup | DealsLink to another record | ContactsLink to another record |
|---|---|---|---|---|---|---|
| Northwind Traders | Retail | 201-1000 | https://northwind.example.com | |||
| Globex | Software | 1000+ | https://globex.example.com | |||
| Initech | Software | 51-200 | https://initech.example.com | |||
| Umbrella Health | Healthcare | 1000+ | https://umbrella.example.com | |||
| Hooli | Software | 1000+ | https://hooli.example.com |
Contacts
7 fields, 7 sample records; views: Grid view.
| NameSingle line text | TitleSingle line text | CompanyLink to another record | EmailEmail | PhonePhone number | Last contactedDate | DealsLink to another record |
|---|---|---|---|---|---|---|
| Maya Chen | Head of Operations | Northwind Traders | maya.chen@northwind.example.com | +1 415 555 0134 | Oct 22, 2026 | |
| Tomás Rivera | IT Director | Globex | tomas.rivera@globex.example.com | +1 212 555 0198 | Oct 19, 2026 | |
| Priya Natarajan | VP Engineering | Initech | priya@initech.example.com | Oct 14, 2026 | ||
| Jonas Weber | Chief Medical Information Officer | Umbrella Health | j.weber@umbrella.example.com | +49 30 5550 1122 | Oct 8, 2026 | |
| Aisha Bello | Team Lead | Hooli | aisha.bello@hooli.example.com | Sep 30, 2026 |