Sales call log template: download a CSV or print a blank sheet
A ten-column log for sales calls: who called whom, what happened and when to call back. Download it as a CSV file for Excel or Google Sheets, or print a blank sheet for a desk or a clipboard.
- CSV for any spreadsheet
- Printable sheet
- No email needed
Get the template
A header row with the ten columns, for Excel, Google Sheets or LibreOffice. The file is made in your browser; nothing is sent to us.
A landscape page with the ten columns and 18 empty rows. The preview is below.
Sales call log
Caller: Week starting:
| Date | Time | Caller | Lead name | Phone | Source | Outcome | Notes | Next follow-up | Stage |
|---|---|---|---|---|---|---|---|---|---|
The ten columns
What to write in each one, and why it is there.
- 1
Date
The day of the call. Write dates as year-month-day so the sheet sorts in date order.
- 2
Time
When the call started, in 24-hour time. Over a few weeks it shows the hours when people answer.
- 3
Caller
Who made the call. Spell names the same way each time so you can filter by person.
- 4
Lead name
The person you called, and their company if it is a business.
- 5
Phone
The number you dialled, with the country code. One format for all numbers makes repeats easy to spot.
- 6
Source
Where the lead came from: a website form, an ad, a listing site, a referral or a walk-in. It shows which sources turn into sales.
- 7
Outcome
What happened, picked from a fixed list rather than typed freely. Use our disposition codes or your own list.
- 8
Notes
One line in your own words: what the next caller should know.
- 9
Next follow-up
The date and time of the next call, or blank if the lead is closed. This is the column to sort by each morning.
- 10
Stage
Where the lead is now, for example New, Contacted, Interested, Qualified, Won or Lost.
How to use it
- 1
One row per call
Add a row for each call, including the ones nobody answered. Unanswered attempts tell you when to stop trying.
- 2
Pick the outcome from a list
In a spreadsheet, turn the Outcome column into a drop-down with data validation, so everyone uses the same words.
- 3
Fill in Next follow-up straight away
An open lead needs a date before the next call starts. A blank follow-up on an open lead is a lead that gets forgotten.
- 4
Start the day by sorting
Sort or filter by Next follow-up and call everything due today or overdue before you start on new leads.
- 5
Review it once a week
Count calls, connected calls and outcomes for each caller and each source. Look for open leads with no follow-up and dates that slipped.
When a spreadsheet stops working
A shared sheet is a good way to start. It costs nothing, everyone knows how to use it and you can change it in a minute. These are the signs that the team has outgrown it.
- Callbacks are missed, because the sheet only reminds people when they open it and sort it.
- Two people call the same lead, because they worked from different copies or tabs.
- Call times and lengths are typed from memory, so the log and the phone disagree.
- A manager sees the day’s calls only when someone updates the sheet.
- When a caller leaves, nobody follows up the leads on their tab.
Read: the hidden cost of spreadsheets and WhatsApp groups
LumaKol does the typing for you. The Android app logs each work-SIM call against the lead with its time and length, asks for the outcome when the call ends and books the next follow-up. If you move over, the import reads CSV and Excel files with a header row and lets you match columns such as name, phone, source and stage.
See how call tracking worksQuestions about the call log template
Is the template free?
Yes. There is no sign-up and no email address to give. The CSV file is made in your browser when you press the button.
How do I open it in Google Sheets or Excel?
In Excel, open the file directly. In Google Sheets, choose File, then Import, and upload the file. Both keep the ten column headings.
Should I log calls nobody answered?
Yes. They show how many tries a lead has had and which hours work, and they stop you giving up too early or calling too often.
How long should the notes be?
One line. Write what the next person calling this lead needs to know, such as who decides and when to call.
Can I import my log into LumaKol later?
Yes. Leads → Import reads CSV and Excel files with a header row and lets you match the columns. Rows whose number is already in the workspace are skipped as duplicates, so import a list of leads rather than every call row.
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