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This Is A Lightweight And Simplified Template For You To Track Your Leads In An Excel Spreadsheet.
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All of the templates below are fully customizable and available for free download. Sales call checklists sales reports sale promotion business plans use microsoft forms and microsoft power automate to automatically track potential customers Begin with the introduction tab, which includes detailed instructions on using the lead tracker template. 4.53 ( 38 reviews ) lead tracking has never been easier!
In The Configuration Tab, Label The Four Sales Stages That Your Organization Uses.
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Web Our Lead Tracker Template Is Available For Download As An Excel Workbook, In Google Sheets, Or As Pdf.
Web use these templates to make and track your sales. This spreadsheet allows you to easily record the following: This data can help streamline and optimize your entire sales process. The information you input will go under three different headings: