A lead tracking template is crucial for efficiently managing and converting potential customers into actual sales which streamlines the sales process. Get a copy of our free lead tracking template in Google Sheets here.
Select File > Make a Copy.
Follow the steps below to create a lead tracking template in Google Sheets.
After opening Google Sheets, label your first row with these headers: "Lead Name," "Contact Information," "Lead Source," "Status," "Follow-Up Date," and "Notes." Make sure each column is wide enough to display your data clearly. You can adjust the column width manually by dragging the borders between the column headers.
For the "Lead Source" and "Status" columns, you'll want to standardize the entries:
For "Lead Source," your drop-down options based on the dataset could include "Website," "Referral," "Trade Show," "LinkedIn," "Email Campaign," and "Cold Call."
For "Status," possible options are "New," "Interested," "Contacted," "Follow-Up," "Closed," and "Not Interested."
To create a drop-down list, select the column, go to Data > Data Validation.
Click "Add rule".
Select "Drop-down" under criteria, and enter your options for the drop-down. Click "Done".
Your data validation set up should look like this.
Input your data beneath your column headers.
To easily manage and view your leads, enable filtering. Click Data > Create a filter. Now you can sort by any column, like "Status" to quickly see which leads are new, contacted, or closed.
To prevent accidental edits, protect your sheet or specific ranges. Right-click on the tab or selected cells and choose "Protect sheet."
Make it a habit to keep your lead tracking sheet current. Add new leads as they come in, update statuses after interactions, and ensure follow-up actions are recorded.
We hope that you now have a better understanding of how to create a lead tracking template in Google Sheets. If you enjoyed this article, you might also like our article on how to set up Google Sheets matrix multiplication or our article on how to change margins in Google Sheets.
