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.
TEMPLATE DETAILS
License: Personal Use
Works on: Windows / Mac (Min. Excel 2007)
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.
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.
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
Elisa –
Miss leading. They say it’s free, but it’s only free if you don’t want to use it. As soon as you try to make it your own you have to pay for it. Why would I want a template with fields filled out with content I can’t use.
Someka –
First of all, we really appreciate that you’ve taken your time to write this review and share it with us. All comments are welcomed!
So actually all of our free templates can be used without purchasing modifiable version. If you want to enter data you should delete only the white area which is created for manual enterings. As far as we understand, you have tried to delete by selecting all of the sections of the template and you thought that you can not delete the dummy information we input for example. But you are completely free to delete the white sections.
Modifiable versions are only for the users who would like to remove logos, set different colours or change the general structure of the tool. Bottom line, you can use all main functions of the template for free.
Hope this clarified things up for you Elisa, otherwise please do not hesitate to contact us, I would be happy to help you!
Sandeep Sanyal –
user friendly and since it comes free good for a start.
Riyaz Khan pathan –
[email protected]
nice to have this collection
John Chamberlain –
Great example of a professional lead flow sheet. Thank you!
kenpatel –
NICE
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.