Modelo grátis
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
- Sem cadastro nem e-mail
- Overdue follow-ups flagged
Baixe o modelo
Excel with drop-down lists, date formats, a frozen header and filters, or a plain CSV with the same columns.
Com listas suspensas, formatação e uma aba Como usar. Abre no Excel, Google Sheets, Numbers e LibreOffice.
As mesmas colunas em texto simples, para importar em qualquer lugar. Sem listas suspensas nem fórmulas.
As 14 colunas
O que escrever em cada uma e por que ela está lá.
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.
TextoPhone
With the country code, written the same way every time, so repeats are easy to spot.
TextoEmail
Optional. Useful for sending quotes and details.
TextoCity
Where the lead is. Helps with visits and calling hours.
TextoSource
Where the lead came from. Pick from the list so sources can be counted.
Lista suspensaWebsite form · Ad lead form · Listing site · Referral · Walk-in · Phone enquiry · Cold list · Other
Owner
Who calls this lead. One owner per lead.
TextoStage
Where the lead is now. Move it on after every call.
Lista suspensaNew · 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.
Lista suspensaHot: 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.
Número inteiroNext 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.
FórmulaNotes
One line the next caller needs to know.
Texto
Como usar
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.
Perguntas sobre este modelo
O modelo é grátis?
Sim. Baixe qualquer um dos arquivos direto desta página, sem cadastro e sem endereço de e-mail.
Funciona no Google Sheets?
Sim. No Google Sheets, escolha Arquivo e depois Importar, e envie o arquivo Excel para manter as listas suspensas e as fórmulas. O CSV abre em qualquer lugar, mas não tem listas nem fórmulas.
Posso mudar as colunas ou as listas?
Sim. Renomeie colunas, adicione as suas ou edite os valores na aba oculta Lists para mudar as listas suspensas.
Posso levar isso para a LumaKol depois?
Sim. Leads → Importar, no app web, lê arquivos Excel e CSV com linha de cabeçalho, permite corresponder as colunas e ignora os números que já estão no seu espaço de trabalho.
Continue lendo
Ferramentas, guias e artigos relacionados.
Mais ferramentas e modelos grátis
Ferramentas grátisDê à sua equipe um CRM que captura cada chamada
Configure seu espaço de trabalho e comece a registrar ligações no mesmo dia.
- Sem cartão
- Até 3 administradores que não ligam, grátis
- Ligações do seu próprio SIM