Build Better Workflows With Our Enhanced Task Template Feature

The most successful salespeople that we know have a well-developed sales methodology. They prospect, qualify leads, and work deals through a sales pipeline using a consistent workflow. While highly effective salespeople tweak and experiment with their messages to see what works best, often times they’re testing these messages within a standard workflow. Often times, successful sales teams have tested to find a sales methodology that works and then they apply that workflow over and over again.

 Task templates are easy to add from a person or deal profile page
Task templates are easy to add from a person or deal profile page

We developed task templates in PipelineDeals to help salespeople build standard workflows for lead management and deal tracking. A task template is a custom series of tasks that can be applied to People or Deals in your account.

To apply a task template, navigate to a Person or Deal profile page and click on the “Template” button in the Tasks & Events tile. Select which task template that you want to apply, and a series of tasks will be assigned for you to complete. If you need to postpone one of the tasks in your template, PipelineDeals will automatically postpone every task in the series. To add more task templates, please read this support article about how account admins can add task templates.

Task templates are a great way to automate stages in your sales process:

  • Standardize your lead qualification process with a task template

  • Guide salespeople through the stages of your pipeline with task templates for each stage of your pipeline

  • Want to make sure that you’re following up with a buyer after a sale for a new opportunity? Create a post-deal task template to remind you to follow-up for potential cross-sells or upsells.

 Discover what works, refine your process, and repeat.
Discover what works, refine your process, and repeat.

Building a standard workflow for sales is crucial for growing your business. If you’re having a hard time getting started, or you are looking for more resources, check out this video of our founder JP Werlin talking about how we got started with our sales process. Also, check out the Powering the Pipeline series that discusses how we’ve grown in sales at PipelineDeals.

Still need more assistance? Email us at We’re happy to help!