CRM Template
Whether you're using a spreadsheet or dedicated software, here's the core structure a CRM needs to actually be useful for tracking leads.
Start TrialFields to include in your CRM
- Lead name and contact details — email and phone
- Lead source — where they came from
- Pipeline status — New, Contacted, Converted, or Lost
- A follow-up date to prevent leads from going cold
- Notes field for context from conversations
- A priority or score to help decide who to follow up with first
- Deal value, if applicable, to estimate potential revenue
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