Leads Tracker
Managing leads efficiently is crucial for real estate success. Our Ultimate Leads Tracker with Summary Dashboard is designed to help agents stay organized, track follow-ups, and convert more leads into clients—all in one easy-to-use Google Sheets template!
What’s Inside?
1 Google Sheet with 5 Organized Tabs:
Instructions + Video Guide – Quick setup with step-by-step instructions.
Lead Dashboard – Automatically summarizes lead status, follow-ups, and key metrics.
Leads Tracker – Log and manage lead details, tasks, milestones, and interactions.
Communication Log – Record every call, email, and meeting in one place.
Task Tracker – Organize tasks, set deadlines, and monitor progress.
Powerful Features to Improve Your Lead Management
✔ Smart Lead Dashboard – Select a lead from a drop-down menu and instantly see their summary, latest updates, and next steps.
✔ Follow-Up Tracking – Stay on top of last contact dates, upcoming follow-ups, and completed touchpoints.
✔ Task Management – Assign tasks, set due dates, and track progress with a built-in checklist.
✔ Communication Logging – Keep a detailed record of all interactions with each lead.
✔ Customizable Fields & Drop-Downs – Adjust categories, labels, and menus to fit your workflow.
✔ Conversion Insights – Monitor your lead-to-client conversion rate and business source trends.
Why Real Estate Agents Love This Tracker
⭐ Eliminate Missed Follow-Ups – Keep every lead on your radar with structured tracking.
⭐ Boost Productivity – Save time with an organized system that automates key summaries.
⭐ Fully Customizable – Tailor the spreadsheet to match your sales process.
How It Works
📌 Instant Download – Get access immediately after purchase.
📌 Google Sheets-Based – Works seamlessly in Google Drive (not compatible with Excel).
📌 Personal Use Only – Redistribution or commercial use is not permitted.
Upgrade your lead management system today with our Ultimate Leads Tracker and start closing more deals effortlessly!
Thanks for visiting Real Estate Design Co.
Managing leads efficiently is crucial for real estate success. Our Ultimate Leads Tracker with Summary Dashboard is designed to help agents stay organized, track follow-ups, and convert more leads into clients—all in one easy-to-use Google Sheets template!
What’s Inside?
1 Google Sheet with 5 Organized Tabs:
Instructions + Video Guide – Quick setup with step-by-step instructions.
Lead Dashboard – Automatically summarizes lead status, follow-ups, and key metrics.
Leads Tracker – Log and manage lead details, tasks, milestones, and interactions.
Communication Log – Record every call, email, and meeting in one place.
Task Tracker – Organize tasks, set deadlines, and monitor progress.
Powerful Features to Improve Your Lead Management
✔ Smart Lead Dashboard – Select a lead from a drop-down menu and instantly see their summary, latest updates, and next steps.
✔ Follow-Up Tracking – Stay on top of last contact dates, upcoming follow-ups, and completed touchpoints.
✔ Task Management – Assign tasks, set due dates, and track progress with a built-in checklist.
✔ Communication Logging – Keep a detailed record of all interactions with each lead.
✔ Customizable Fields & Drop-Downs – Adjust categories, labels, and menus to fit your workflow.
✔ Conversion Insights – Monitor your lead-to-client conversion rate and business source trends.
Why Real Estate Agents Love This Tracker
⭐ Eliminate Missed Follow-Ups – Keep every lead on your radar with structured tracking.
⭐ Boost Productivity – Save time with an organized system that automates key summaries.
⭐ Fully Customizable – Tailor the spreadsheet to match your sales process.
How It Works
📌 Instant Download – Get access immediately after purchase.
📌 Google Sheets-Based – Works seamlessly in Google Drive (not compatible with Excel).
📌 Personal Use Only – Redistribution or commercial use is not permitted.
Upgrade your lead management system today with our Ultimate Leads Tracker and start closing more deals effortlessly!
Thanks for visiting Real Estate Design Co.
Managing leads efficiently is crucial for real estate success. Our Ultimate Leads Tracker with Summary Dashboard is designed to help agents stay organized, track follow-ups, and convert more leads into clients—all in one easy-to-use Google Sheets template!
What’s Inside?
1 Google Sheet with 5 Organized Tabs:
Instructions + Video Guide – Quick setup with step-by-step instructions.
Lead Dashboard – Automatically summarizes lead status, follow-ups, and key metrics.
Leads Tracker – Log and manage lead details, tasks, milestones, and interactions.
Communication Log – Record every call, email, and meeting in one place.
Task Tracker – Organize tasks, set deadlines, and monitor progress.
Powerful Features to Improve Your Lead Management
✔ Smart Lead Dashboard – Select a lead from a drop-down menu and instantly see their summary, latest updates, and next steps.
✔ Follow-Up Tracking – Stay on top of last contact dates, upcoming follow-ups, and completed touchpoints.
✔ Task Management – Assign tasks, set due dates, and track progress with a built-in checklist.
✔ Communication Logging – Keep a detailed record of all interactions with each lead.
✔ Customizable Fields & Drop-Downs – Adjust categories, labels, and menus to fit your workflow.
✔ Conversion Insights – Monitor your lead-to-client conversion rate and business source trends.
Why Real Estate Agents Love This Tracker
⭐ Eliminate Missed Follow-Ups – Keep every lead on your radar with structured tracking.
⭐ Boost Productivity – Save time with an organized system that automates key summaries.
⭐ Fully Customizable – Tailor the spreadsheet to match your sales process.
How It Works
📌 Instant Download – Get access immediately after purchase.
📌 Google Sheets-Based – Works seamlessly in Google Drive (not compatible with Excel).
📌 Personal Use Only – Redistribution or commercial use is not permitted.
Upgrade your lead management system today with our Ultimate Leads Tracker and start closing more deals effortlessly!
Thanks for visiting Real Estate Design Co.
