Lead Tracking Sheet
Lead management sheet for tracking prospects from initial contact through conversion.
📦 XLSX
📦 CSV
Sales
Template Fields
The document includes the following fields:
| # | Field Name | Type | Required |
|---|---|---|---|
| 1 | Lead Name | text | Yes ✓ |
| 2 | Company | text | Yes ✓ |
| 3 | Yes ✓ | ||
| 4 | Phone | tel | Yes ✓ |
| 5 | Lead Source | text | Yes ✓ |
| 6 |
Lead Status
Options:New, Contacted, Qualified, Proposal Sent, Negotiation, Won, Lost |
select | Yes ✓ |
| 7 |
Priority
Options:High, Medium, Low |
select | Yes ✓ |
| 8 | Estimated Value | number | Yes ✓ |
| 9 | Next Follow-up | date | Yes ✓ |
| 10 | Assigned To | text | Yes ✓ |
| 11 | Notes | textarea | No |
Key Benefits
Centralized lead management
Pipeline visibility improvement
Follow-up consistency
Conversion rate tracking
Sales team accountability
How to Use This Template
1
Step 1: Enter new lead details as they come in
2
Step 2: Qualify leads and assign priority
3
Step 3: Schedule follow-up dates
4
Step 4: Update status through the sales process
5
Step 5: Mark won/lost and document reasons
Features
Lead status workflow
Priority classification
Follow-up date scheduling
Source tracking
Frequently Asked Questions
What qualifies as a qualified lead?
A qualified lead meets budget, authority, need, and timeline criteria (BANT framework).
How long should follow-up take?
Initial follow-up within 24-48 hours, with regular cadence based on lead priority and stage.
When should a lead be marked as lost?
After 3-5 failed contact attempts with no response, or when the customer explicitly declines.
Download Template
Excel — Editable
Fully editable spreadsheet format
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