Sales Team template
Follow-ups, accounts and reports
Schedule and complete follow-ups, watch every account from onboarding to renewal, and deliver the reports people ask for. Deals run in their own pipeline next to it.
Pick this template when you create your first project. Free for up to 3 users.
What is in the Sales Team template?
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The Sales Team template creates a project with 3 workstreams: Follow Ups, Account Management and Reporting. Each workstream has its own stages: Follow Ups, for example, runs Scheduled → In Progress → Completed. Built for sales teams, and every stage can be renamed, removed or given rules once you're in.
Make it yours
Change any stage once you are in
Rename a stage, add a new one, or change its type. Add entry conditions, like a due date before review, and require an approval before work moves into a stage.
Set up stages, rules and approvals →
Views
See every workstream your way
Work on one workstream at a time on the board, or switch to List view to see them all, grouped by workstream, assignee or stage. Calendar view shows what is due when.
Task management →
Workstreams and stages
Follow Ups
Scheduled → In Progress → Completed. Closed as Cancelled.
Account Management
Onboarding → Active → At Risk → Renewed. Closed as Churned.
Reporting
Requested → In Progress → Delivered. Closed as Cancelled.
Questions
How do I use the Sales Team template?
Sign up for Slateo and, when it offers to create your first project, choose Sales Team. The project opens with the Follow Ups, Account Management and Reporting workstreams and their stages.
Can I use it for a later project?
Not yet. Templates are offered for your first project. For later projects, start blank or describe your work and Slateo suggests workstreams and stages for you.
Can I change the stages?
Yes. Everything the template creates is an ordinary Slateo workstream and stage. Rename, add or remove them, and add rules or approvals.
Is the template free?
Yes. Every template is available on every plan, including Free.
Start with the Sales Team template.
Free for up to 3 users. No credit card required.