Sales teams blueprint

Pipeline discipline for quota-carrying teams.

Outbound and field sales teams tracking campaigns, targets and commissions. The Sales blueprint adds territories, targets and playbooks on top of the standard pipeline.

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Sound familiar?

01

Forecasts are guesswork

Weighted pipeline calculated in a Friday-afternoon spreadsheet.

02

Activity is invisible

Calls and meetings logged nowhere, so coaching happens blind.

03

Commission disputes

Splits and accelerators computed by hand at quarter end.

The Sales teams blueprint

What installs when you pick Sales teams.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Sales Pipeline

  1. 1New Lead
  2. 2Contacted
  3. 3Qualified
  4. 4Proposal
  5. 5Negotiation
  6. 6Closed Won

Custom fields on top of the standard ones

FieldType
Territorytext
Quota Perioddropdown
Commission Rate (%)number
Campaign Sourcetext
MEDDICC Gaptext
Target Close Monthtext

Records it adds extra record types beside contacts, deals and jobs

  • Campaigns
  • Targets
  • Territories
  • Sequences / Playbooks
  • Proposals / Order Forms

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Sales / Agency blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Sales / Agency blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Sales / Agency Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Sales / Agency blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Sales / Agency Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Sales / Agency blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Sales / Agency Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how sales teams actually work.

  • Weighted forecast comes off the stage probability on each pipeline
  • Calls are logged when you use click-to-call, and emails and SMS are logged against the deal
  • Campaign and source attribution on each opportunity
  • Targets and territories tracked per rep, with commission fields on the account

Blueprints stack. Run Sales teams alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

General business4 stages · New → Proposal Recruitment and staffing6 stages · New Enquiry → Placed E-commerce5 stages · New Lead → Fulfilled

See all 25 blueprints →

Your sales teams workspace, live in about two minutes.

Choose Sales teams when you sign up and start the 21-day free trial. No card needed to look around.

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