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Preview of the Sales process template

Flowchart

Sales process

Lead through qualification, proposal and negotiation to close.

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Category
Business
Diagram type
Flowchart
Elements
10
Connectors
9

What it is for

A pipeline drawn as a flowchart rather than a funnel, so the qualification decision and the lost-deal paths are visible. Most pipelines lose more at qualification than at close.

More about the flowchart maker

When it helps

  • Defining what qualified actually means
  • Onboarding a new salesperson
  • Deciding which stage needs attention