Overview
This lead management CRM template gives sales and marketing teams a centralized place to capture new leads, track every touchpoint, and ensure timely follow-ups. It's built to prevent opportunities from slipping through the cracks by organizing lead information, ownership, and next steps in one clear view.
Key Features
- Pipeline table with lead name, company, owner, status, source, last contact date, and next follow-up
- Status tracking that moves leads from New → Contacted → Qualified
- Connect type tags to log whether you reached out via email, call, or meeting
- Source tracking to understand which channels (website, referral, webinar, event) drive the best leads
- Notes column for context on each conversation and next action
Benefits
- Keep your entire team aligned on who owns each lead and what happens next
- Reduce response time by surfacing upcoming follow-ups at a glance
- Spot trends in lead sources and prioritize the channels that convert
- Build accountability and consistency into your early-stage sales funnel tracking
How to Use
Add new leads as rows, assign an owner, and log the first touchpoint. Update the status as conversations progress, and set clear next follow-up dates to maintain momentum. Customize columns or add filters to match your team's workflow.
Work
