How to Track Leads in Google Sheets | Free CRM Template

Описание: Want to manage your sales leads or client inquiries using just Google Sheets? In this video, you’ll learn how to set up a powerful yet simple lead management system—perfect for startups, freelancers, or small teams.

💼 Turn your spreadsheet into a mini CRM to track lead source, contact details, follow-up dates, and deal status—all without any paid software.

🔍 What You’ll Learn in This Video:

How to design a lead tracker in Google Sheets
Fields to include: Name, Email, Phone, Source, Status, Notes
Conditional formatting for lead status (e.g., Hot, Cold, Follow-up)
Filter and sort leads by sales stage or date
Use formulas + dropdowns to automate follow-up workflows

✅ Bonus Features:

Lead scoring and color-coded priority
Date-based reminders for follow-ups
Free lead management template download

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Chapters:
0:00 Introduction

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🙋‍♂️ Who am I:
I am a quick learner and passionate about the building great products that make business owners lives easier, I have more than 6 Years of Experience in process automation and development in various industries like: Manufacturing, Service, Digital Products, Distributors, Schools, Institutes, CA, Doctors, Insurance Advisers, etc.

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