Attract and measure
Initial sales pipeline template
Initial pipeline CSV template: stages with verifiable entry criteria, minimum data per opportunity, owner and next step. Useful to start in a sheet or configure a simple CRM with clear rules.
In this guide
Instructions
- Adjust the stages to your process, keeping verifiable criteria.
- One row per opportunity.
- Never leave “Next step” empty in open stages.
- Review the file in the weekly meeting.
Bring it to your business
Download resource| ID | Company | Contact | Source | Need | Stage | Owner | Estimated value (COP) | Next step | Next step date | Close date | Reason if lost |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EJ-001 | Ejemplo sintético S.A.S. | Purchasing | Website | Compressor maintenance | Quoted | Advisor 1 | Confirm receipt of the quote | 2026-02-10 | |||
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Attract and measure
How to implement a simple CRM your team will actually use
Most CRMs that fail do so not because of the software, but because the team doesn't use them. This guide explains how to implement a simple CRM: few stages, minimal data, clear owners and weekly habits that keep the record alive.