Lead List Template
Lead List Template is an Excel spreadsheet to help you record and track key customer data to ensure you're working with the most up-to-date info.
Free!
TEMPLATE DETAILS
License: Personal Use
Works on: Windows / Mac
Requirements: Min. Excel 2007
A lead list excel template will help you to track and keep updated your client information, in an organised way. Instead of keeping your client info in pieces, you can use this template as a basic CRM tool, in order to track communications with customers and plan follow-up contacts.
With this lead list template you will be able to easily record these 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
This Excel template doesn’t contain any macros or complex formulas, you can use it as is.
Check the VIDEO below to see how Someka Lead List Template works:
Lead List Excel Template Features:
- Free Download
- One sheet – Easy to use
- No Installation
- Clean design
- Print Ready
- Compatible with Excel 2007 and later
Don’t forget to check our Excel Templates for Small Businesses
a.gold –
I just purchased your Lead List Template and I need to modify it to fit the needs of my business. When I try to make changes it says I need a password. How do I get a password? Somehow I missed that..
Someka –
Hello Ann, after payment process we always send the password via e-mail. Could you please check your inbox /spam folder? In case you’ve missed or lost it, we can send it again. Please contact us!
a.gold –
Thanks, I found it and everything is working beautifully.