Templates

Sales Lead Tracking Template

Track your leads, projected sales, and communication per sales manager, while managing their contact information, status, and planned follow-ups in one place.

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This Sales Lead Tracking template helps you:
  • Create separate leads sheets and assign them to their relevant stakeholders.
  • Manage your leads and their data in a CRM-like way.
  • Track all your projected sales and plan your next steps on a daily, weekly, and monthly basis.
  • Keep an overview of all your sales managers with a single dashboard consolidating all of their inputs.
About the Sales Lead Tracking template:

This Sales Lead Tracker allows you to monitor the status of your leads in the sales funnel per owner, allowing you to take the appropriate approach to move them down the funnel. You can manage detailed records of each lead, plan projected sales, and keep track of the next actions.

That way, you can monitor progress across your sales team, easily monitor the performance of each salesperson, and drive results to achieve overall team and organizational goals.

Using the Sales Lead Tracking template with Layer, you can:

  • Share the separate timesheets with your team members. Then, collect their input regarding their respective regular and overtime hours and have it automatically merged back into the main file.
  • Never chase your stakeholders for input again. Streamline your communication and reporting processes and set up automatic flows shared on a recurring basis.

Sign up and schedule an onboarding call to get started with Layer right now.

Frequently Asked Questions (FAQs)
Is this actually free?

Yes! This is absolutely free for you to download and use.

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Download and start using the Sales Lead Tracking Template today!