Quick answer: Download a free CSV pipeline template with standard B2B stages, then align owners and amounts in Vertex CRM or your spreadsheet until you migrate fully.
Free sales pipeline template (CSV)
Download a simple CSV with columns for deal name, account, stage, amount, close date, owner, next step, and source. Import experiments belong in a sandbox spreadsheet first; production CRM imports should follow your dedupe rules.
Download sales-pipeline-template.csv
How to use with Vertex CRM
Align stages to your methodology, agree currency conventions, and assign owners before any widescale upload. Pair with pipeline management guide and implementation checklist.
FAQ
- What format is the download?
- CSV suitable for Excel, Google Sheets, or import experiments.
- Where is the file?
- Use the CSV download link on this page’s body.