Sales
Sales Pipeline
B2B sales pipeline from lead qualification to deal closure.
14steps
15connections
Process steps
1
Qualify Lead
Sales Rep · CRM
2
Schedule Discovery Call
Sales Rep · Calendar
3
Conduct Discovery Call
Sales Rep · Video Conference
4
Prepare Proposal
Sales Rep · Document System
5
Send Proposal
Sales Rep · Email System
6
Follow Up
Sales Rep · CRM
7
Negotiate Terms
Sales Manager · CRM
8
Generate Contract
Legal · Contract System
9
Handoff to Account Manager
Sales Rep · CRM
10
Archive Lost Lead
Sales Rep · CRM
Related templates
AI Lead-to-Cash
End-to-end AI-powered sales process: automatic lead enrichment, AI scoring, personalized nurture, AI-drafted proposals, and CRM auto-sync from discovery to closed-won.
AI Sales Meeting to CRM
Discovery-call-to-CRM workflow: AI transcription, automatic extraction of pain points, budget, stakeholders and next steps, AI-drafted follow-up email, and CRM auto-update with AE review.
AI Proposal Generation
AI-assisted proposal workflow: AI brief extraction from CRM, competitive intelligence via web search, AI-drafted proposal, AI pricing calculation, legal pre-check and DocuSign send with read-receipt tracking.
Need a custom process?
Upload any document (meeting notes, SOPs, emails) and LucidFlow's AI will generate a BPMN diagram automatically.
Try for free