Collection of customer information will lead to focus on more targeted prospects. Because you will know who you are targeting and evaluate their value for your business. Well-organized lead tracking will help you to identify more engaged customers and remove those who don’t respond to your sales/marketing effort anymore.
Instead of keeping your client info in pieces, you can use this customer follow-up sheet as a basic CRM tool, in order to track communications with customers and plan follow-up contacts.
A Lead Tracking Excel Template will help you to track and keep updated your client information, in an organized way.
With this lead list template you will be able to easily record this info:
General Info: Business Name, Business Category, Contact Name
Progress Info: Current Progress, Status Flag
Address Info: Address, Country, City, State, Zip, Region, Phone Number, Fax Number
Digital Info: Main Email, Alternative Email, Web Site, and Notes
In the General Info section, once you fill in the necessary information about your contact list, the Progress column will provide different options you can easily select. After that, the status symbols will be updated accordingly.
All the default titles can be adjusted to be suitable for your business. Because this Excel template doesn’t contain any macros or complex formulas, you can use it as is.
Lastly, there is a table contains Progress Dropdown information. You will be able to add or change your selections and define a value for the progress of lead tracking.
Sales Lead Tracking Excel Template
Simple Framework to Track Contact list
No Installation needed. Ready-to-use.
Works both on Mac and Windows
Clean, professional design
Compatible with Excel 2007 and later
Does not include any VBA macros