This spreadsheet allows you to easily record the following: To use this tracking spreadsheet, fill in the relevant columns to log and store your data. Use this template to keep all your lead data in one place, so you can track communications with customers and plan follow-up contacts. Our lead tracking spreadsheet works with both Google Sheets as well as with Microsoft Excel. How do I track leads in Google Sheets or Excel? You can also indicate lead sources in the spreadsheet to monitor your marketing efforts and to track how customers are referred to your business. plan for future contacts and follow-ups.keep track of communications with customers.Why bother collecting this information though? Whether you manually input data or use an email parser, the template has columns to capture information about each sales lead, including contact dates and progress status.
#TRACKING MAILINGS IN EXCEL FREE#
It makes a marketer’s job easier and looks something like this:ĭon’t forget to grab a FREE copy of our lead tracking spreadsheet to help track your efforts. A lead tracking spreadsheet is a document that organizes leads (potential customers).
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