One Shared View of Deals, Ownership, Tasks, and Team Activity
Team Pipeline Workspace is a CRM package designed for growing teams that need a clear and coordinated view of sales opportunities, responsibilities, tasks, and activity. It brings deal management and team collaboration into one shared workspace, helping users keep ownership and next steps visible throughout the sales process.
The package includes a shared sales pipeline and capacity for up to 1,500 CRM records. Deals can be organized across defined stages, with ownership assigned to the appropriate team member for clearer responsibility and coordination.
Team tasks and mentions allow users to assign actions, share internal updates, and draw attention to relevant records. Activity and time tracking provide an organized view of completed work and the time recorded against selected contacts, deals, or tasks. Custom pipeline labels help teams categorize opportunities according to their preferred sales process. Contact and deal history keeps notes, activities, stage changes, and related updates organized within each record.
Team email support is also included for general questions related to the setup and use of the package.
What’s Included
✓ Shared sales pipeline
✓ Up to 1,500 CRM records included in the package
✓ Deal ownership and custom stages
✓ Team tasks and mentions
✓ Activity and time tracking
✓ Custom pipeline labels
✓ Contact and deal history
✓ Team email support
Best For
Team Pipeline Workspace is suitable for growing sales teams, service businesses, account managers, agencies, and business development teams that need a shared system for managing deals, assigning ownership, coordinating tasks, and reviewing sales activity.
Important Notes
This package includes one shared sales pipeline workspace and support for up to 1,500 CRM records. The client must provide the required CRM access, team information, pipeline stages, ownership preferences, task requirements, label structure, and workspace details needed for setup. Pipeline stages, record ownership, tasks, mentions, activity tracking, labels, and history settings are configured using the information and materials provided by the client.
Additional records, pipelines, imports, custom fields, workflows, reporting views, or configurations outside the listed package scope may be quoted separately.
