In today’s fast-paced business environment, managing and tracking leads efficiently is more important than ever. Sheetgo’s Leads Tracking Management system offers a powerful solution tailored to meet the needs of modern sales teams. By leveraging the flexibility and connectivity of Google Sheets, Sheetgo enables businesses to streamline their lead management process with ease. Whether you’re managing a handful of leads or dealing with a large volume, this system helps you organize, track, and analyze your leads in one central location. With Sheetgo, you can ensure that no lead falls through the cracks, empowering your team to focus on converting prospects into customers.
How to use the template
Log in to Sheetgo.
Go to the Templates section on the left side or use this link to directly go to the template.
Click on the CRM category, then click on Leads tracking management.
Click on Install Template.
Once you install the template the workflow should look something like this
Process of after template installed.
Data Cleaning Instructions
For Leads rep #1, #2, and #3:
- Leads (Input) Tab:
- Remove all dummy data, leaving only the header columns.
Understanding the Individual Leads rep Sheet
Rename the Spreadsheet:
- Start by renaming your spreadsheet with your name.
Leads (Input) Tab:
In the “Leads (Input)” tab, you can easily record and track your sales leads for reporting to your manager. By updating the status of each lead in this tab, you ensure that your manager has up-to-date insights, helping to drive informed decisions and improve your chances of closing deals.
- Dashboard Tab:
- The dashboard offers a visually intuitive way to analyze your leads with detailed charts and graphs. Here, you can easily view lead stages, track the number of leads per day, and access a summary table that provides an at-a-glance overview of your sales pipeline. This comprehensive visualization helps you quickly identify trends, monitor performance, and make data-driven decisions to optimize your sales efforts.
Understanding Leads Tracking Management (master sheet)
The Leads Tracking Management (Master Sheet) is specifically designed to consolidate data from individual sales representatives’ sheets into a central “Consolidated Sales Leads” tab. This seamless integration is powered by Sheetgo connections, ensuring that all leads data is efficiently gathered in one place. Sales managers can then view all salespersons’ lead details directly from their dashboard, enabling them to monitor performance, track progress, and make informed decisions with ease.
Set automatic updates:Set the frequency with which the workflow should run and update your expense tracker master sheets. (How to set up the Workflow Automation Trigger -> click here)
Overview your Dashboard: Use the Dashboard tab to monitor the status and details of your sales reps’ leads.
