6 EssentialSales & CRM Templates
From qualifying inbound leads to managing sales territories and commissions, these templates cover every stage of the modern sales workflow. Choose the templates that match your sales process.
Quick Guide
Which template solves your problem?
Inbound Lead Qualification Sheet
When you need to standardize how your sales team evaluates lead quality before routing to reps
What you collect: Lead source, budget range, purchase timeline, decision maker status, qualification status
Cold Outreach Lead List
When your sales team is launching an outbound prospecting initiative
What you collect: Prospect name, company, email, phone, job title, LinkedIn profile, industry, lead source
Account Executive Territory Mapping
When you're scaling your sales team and need to organize territory assignments
What you collect: Territory name, AE name, region, target revenue, number of accounts, start date, status
B2B Company Directory
When you need a structured way to collect and organize company information for your database
What you collect: Company name, industry, website, contact name, contact email, revenue, employee count, territory
Sales Rep Commission & Payout Tracking
When you need to standardize commission calculations and payout processing
What you collect: Sales rep name, total sales, commission rate, commission amount, bonus, payout status, payout date
Partnership & Affiliate Directory
When you're building channel partnerships or affiliate programs
What you collect: Partner name, contact info, partnership type, commission rate, status, start date, territory
CRM import templates
In your CRM's own columns
These use the field names each CRM's importer expects, so the download maps across without renaming columns.
HubSpot Contacts
Email, first and last name, phone, company, job title, lifecycle stage
HubSpot Companies
Company domain, name, phone, industry, type, employees, annual revenue, address
HubSpot Deals
Deal name, pipeline, deal stage, amount, close date, owner, deal type, priority
Salesforce Leads
Last name, company, email, phone, title, lead source, status, rating, address
Pipedrive People
Name, email, phone, organization, job title, label, owner, postal address
Zoho CRM Contacts
First and last name, email, phone, account name, title, lead source, mailing address
Switching CRMs or fixing a failed import? Read moving contacts between CRMs and HubSpot CSV import errors. For email lists, see the marketing templates.
Template Deep Dives
How each template fits your sales workflow
Inbound Lead Qualification
The starting point for every lead that comes to you. Whether from your website, a webinar, a referral, or an event, inbound leads need quick qualification to determine if they're worth pursuing.
Without a qualification process, your sales team wastes time on leads that don't fit your ideal customer profile. This template standardizes how you evaluate budget, timeline, decision-maker status, and fit.
Result: Your reps spend time on qualified opportunities instead of chasing bad fits.
Try Inbound QualificationWorkflow Stage
Lead Entry Point
Workflow Stage
Prospecting
Cold Outreach Lead List
When you're being proactive, you need a targeted list of prospects to outreach to. This template helps you organize prospect research into a structured format your outreach tool can use.
Cold outreach requires more research than inbound qualification: LinkedIn profiles, company details, contact info, and the source you found them from matter. This template keeps that data organized.
Result: Your outreach campaigns have clean, researched data and consistent tracking of contact info.
Try Cold OutreachAccount Executive Territory Mapping
As your sales team grows, you need to organize territories and assign them to account executives. This template standardizes territory assignments and tracks revenue targets.
Without clear territory definitions, your team experiences overlap, confusion, and lost opportunities. This template makes it clear who owns what region and what they're expected to achieve.
Result: Your sales team knows exactly which territories they own and can track their revenue targets.
Try Territory MappingWorkflow Stage
Team Organization
Workflow Stage
Database Building
B2B Company Directory
Your company database is the foundation of everything: targeting, research, territory assignment, and partner management. This template helps you collect and organize company data consistently.
Inconsistent company data leads to duplicates, lost context, and hard-to-use databases. This template standardizes industry, revenue, employee count, and location data.
Result: A clean, well-organized database you can actually use for targeting and analysis.
Try B2B DirectorySales Rep Commission & Payout Tracking
Commission calculations are one of the most error-prone processes in sales operations. This template standardizes how you track sales, calculate commissions, and process payouts.
Manual commission tracking costs hours every month and breeds resentment when there's disagreement. This template removes ambiguity and keeps every payout record consistent.
Result: Faster, more accurate commission payouts and happier sales reps.
Try Commission TrackingWorkflow Stage
Compensation
Workflow Stage
Channel Management
Partnership & Affiliate Directory
If you're building a channel program or affiliate network, you need to track partners, their commission rates, status, and territories. This template organizes your partner network.
Partners are external stakeholders, so you need clean data on who they are, what they sell, their commission structure, and performance. This template keeps everything in one place.
Result: A well-organized partner directory that's easy to search, manage, and report on.
Try Partnership DirectorySales Workflow
How templates fit into your sales process
Inbound Leads Arrive
Use Inbound Lead Qualification Sheet to evaluate every lead. Qualify, score, and route to the right rep.
Build Your Prospect List
Use Cold Outreach Lead List to organize your outbound prospecting. Research, collect, and launch campaigns.
Organize Your Database
Use B2B Company Directory as your foundation data store. Keep company info clean and accessible for all teams.
Assign Territories
Use Account Executive Territory Mapping to organize your sales team and set revenue targets.
Manage Partners
Use Partnership & Affiliate Directory to track channel partners, resellers, and affiliates.
Track Commissions
Use Sales Rep Commission & Payout Tracking to calculate commissions, bonuses, and process payouts.
FAQ
Questions about these templates
Ready to streamline your sales process?
Start with any template above. Try it free with up to 3 rows, then scale to 1,000+ when you need more.
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