免费模板
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 和 CSV
- 无需注册或留邮箱
- Overdue follow-ups flagged
下载模板
Excel with drop-down lists, date formats, a frozen header and filters, or a plain CSV with the same columns.
含下拉列表、格式设置和“使用说明”工作表。可在 Excel、Google Sheets、Numbers 和 LibreOffice 中打开。
相同的列，纯文本格式，可导入任何地方。不含下拉列表和公式。
14 列说明
每一列该填什么，以及为什么要有这一列。
Date added
The day the lead came in, so you can see how long it has waited.
日期Lead name
The person, and their company if it is a business.
文本Phone
With the country code, written the same way every time, so repeats are easy to spot.
文本Email
Optional. Useful for sending quotes and details.
文本City
Where the lead is. Helps with visits and calling hours.
文本Source
Where the lead came from. Pick from the list so sources can be counted.
下拉列表Website form · Ad lead form · Listing site · Referral · Walk-in · Phone enquiry · Cold list · Other
Owner
Who calls this lead. One owner per lead.
文本Stage
Where the lead is now. Move it on after every call.
下拉列表New · Contacted · Interested · Qualified · Won · Lost
Last call date
The day of the latest call attempt.
日期Last outcome
What happened on that call, from the list of call outcomes.
下拉列表Hot: 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.
整数Next follow-up
The date of the next call. Blank only when the lead is won or lost.
日期Days waiting
Filled in for you: days until the follow-up, negative when it is overdue.
公式Notes
One line the next caller needs to know.
文本
使用方法
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.
关于此模板的问题
模板免费吗？
免费。直接在本页下载任一文件，无需注册，也无需留邮箱。
能在 Google Sheets 中使用吗？
可以。在 Google Sheets 中选择“文件”→“导入”，上传 Excel 文件即可保留下拉列表和公式。CSV 在任何地方都能打开，但不含列表和公式。
可以修改列或列表吗？
可以。重命名列、添加自己的列，或编辑隐藏的“列表”工作表中的值来更改下拉选项。
以后可以把它迁移到 LumaKol 吗？
可以。网页应用中的“线索 → 导入”可读取带标题行的 Excel 和 CSV 文件，让您匹配各列，并跳过工作区中已有的号码。