Lead List Excel Template
Originally published: 08/10/2018 14:44
Last version published: 23/10/2019 10:52
Publication number: ELQ-74808-2
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Lead List Excel Template

This Lead List Template is a very useful Excel download to help monitor and input client data in an organised looking.

This Lead List Template brought to you by Someka, is a clear and effective Excel template to help your business monitor and continuously update client information. The succinct, neat nature of this template will help organization of client relations. Rather than sorting client data into separate documents, this Lead List Excel download can be used for all information acting as a basic CRM tool.

There are a range of sections in which users can input client information, this includes:

- General Info
In this area of the template, users can fill in the client's business name, the business category, and the contact name.

-Progress info
This includes a status flag which gives a more visual representation of the progress being made with regards to a lead.

- Address Info
This allows the user to input the address of the customer (city, state, zip, region), alongside their phone and fax number

- Digital Info
Users can store the client's main email, alternative email, website, and additional notes in this section.

The nature of this excel template means that macros and complex formulas are omitted.
It is compatible with Excel 2007 and later versions, is ready-to-use and requires no additional installation.

The accompanying video concisely demonstrates the ease of entering one's own data into the actionable cells.

This Best Practice includes
1 Excel Spreadsheet, 1 YouTube Video

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