Modello gratuito
Lead tracker sheet
A lead tracker spreadsheet for a calling team: who the lead is, where they came from, who owns them, what happened on the last call and when to call next. Overdue follow-ups show up on their own.
- Excel e CSV
- Senza registrazione né email
- Overdue follow-ups flagged
Scarica il modello
Excel with drop-down lists, date formats, a frozen header and filters, or a plain CSV with the same columns.
Con menu a tendina, formattazione e un foglio di istruzioni (“How to use”). Si apre in Excel, Google Sheets, Numbers e LibreOffice.
Le stesse colonne in testo semplice, da importare ovunque. Senza menu a tendina né formule.
Le 14 colonne
Cosa scrivere in ciascuna e perché c’è.
Date added
The day the lead came in, so you can see how long it has waited.
DataLead name
The person, and their company if it is a business.
TestoPhone
With the country code, written the same way every time, so repeats are easy to spot.
TestoEmail
Optional. Useful for sending quotes and details.
TestoCity
Where the lead is. Helps with visits and calling hours.
TestoSource
Where the lead came from. Pick from the list so sources can be counted.
Menu a tendinaWebsite form · Ad lead form · Listing site · Referral · Walk-in · Phone enquiry · Cold list · Other
Owner
Who calls this lead. One owner per lead.
TestoStage
Where the lead is now. Move it on after every call.
Menu a tendinaNew · Contacted · Interested · Qualified · Won · Lost
Last call date
The day of the latest call attempt.
DataLast outcome
What happened on that call, from the list of call outcomes.
Menu a tendinaHot: ready to buy · Needs information · Meeting / visit booked · Asked to call later · Not interested · Wrong number / not decision maker · Won · No answer · Busy · Switched off / unreachable · Invalid number · Requested no contact
Attempts
How many times the lead has been called. Add one after every attempt.
Numero interoNext follow-up
The date of the next call. Blank only when the lead is won or lost.
DataDays waiting
Filled in for you: days until the follow-up, negative when it is overdue.
FormulaNotes
One line the next caller needs to know.
Testo
Come usarlo
One row per lead. Add new leads at the bottom.
After every call, update Last call date, Last outcome, Attempts, Stage and Next follow-up.
Every morning, sort or filter by Next follow-up and call the oldest dates first. Days waiting turns negative when a follow-up is overdue.
Pick Source, Stage and Last outcome from the drop-down lists so they can be counted with a filter or a pivot table.
Keep one owner per lead, so two people never call the same person.
When the sheet gets hard to keep up to date, LumaKol can import it: Leads, then Import, in the web app.
Domande su questo modello
Il modello è gratuito?
Sì. Scarica uno dei due file direttamente da questa pagina, senza registrazione e senza indirizzo email.
Funziona in Google Sheets?
Sì. In Google Sheets scegli File, poi Importa, e carica il file Excel per mantenere i menu a tendina e le formule. Il CSV si apre ovunque ma non ha menu né formule.
Posso modificare le colonne o gli elenchi?
Sì. Rinomina le colonne, aggiungine di tue, oppure modifica i valori nel foglio nascosto “Lists” per cambiare i menu a tendina.
Posso spostarlo in LumaKol in seguito?
Sì. Lead → Importa nell’app web legge file Excel e CSV con una riga di intestazione, ti permette di associare le colonne e salta i numeri già presenti nel tuo spazio di lavoro.
Continua a leggere
Strumenti, guide e articoli correlati.
Altri strumenti e modelli gratuiti
Strumenti gratuitiDai al tuo team un CRM che registra ogni chiamata
Configura il tuo spazio di lavoro e inizia ad acquisire le chiamate il giorno stesso.
- Nessuna carta richiesta
- Fino a 3 amministratori che non chiamano, gratis
- Chiamate dalla tua SIM