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Lead List Template

4.0 (4 reviews)

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.

Buy Modifiable Version

TEMPLATE DETAILS
License: Personal Use
Works on: Windows / Mac (Min. Excel 2007)

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PRODUCT DESCRIPTION

Collection of customer information will lead to focus on more targeted customers. 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 who don’t respond your sales/marketing effort anymore.

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.

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 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

In General Info section, once you fill the necessary information about your contact list, Progress column will provide different options you can easily select. After that the status symbols will updated accordingly.

Lead List Template - General Info

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.

Lead List Template - Progress Dropdown

Features Summary:

  • Free Download
  • 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
  • Print Ready
  • Compatible with Excel 2007 and later
  • Does not include any VBA macros

Don’t forget to check our Excel Templates for Small Businesses

USER REVIEWS

4 reviews for Lead List Template

  1. Riyaz Khan pathan

    [email protected]
    nice to have this collection

  2. John Chamberlain

    Great example of a professional lead flow sheet. Thank you!

  3. kenpatel

    NICE

  4. 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.

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