Tables are natural for keeping data like this.
Best lead tracking spreadsheet. Its not necessarily the best only that there is always a couple of people who swear buy it. Try now its free. I have seen countless forum posts on Bigger Pockets asking what CRMs other wholesalers use.
Copper integrates with Google Workspace CRM formerly G Suite so you can capture new leads details and track engagement right from your inbox. Ad Track leads close opportunities and get accurate forecasts. For each contact on your list you can enter basic information schedule tasks view contact history and browse attachments.
To prevent unwanted data from getting in. The one consistent answer that I see is to use Excel as a CRM. Ad Track leads close opportunities and get accurate forecasts.
This Excel lead tracking spreadsheet forecasts monthly sales revenues. Detail important lead information with this professionally designed leads tracker. Automate operations and focus on customer relationships and revenue.
Progress InfoCurrent Progress Status Flag. This is an accessible sales lead tracking template. Best for larger sales teams As one of the most recognizable lead tracking apps Salesforce essentially paved the way for lead tracking.
If you are in retail or wholesale you will do well to consider incorporating Excel into your Sales Tracking system. So use the liberally. Your days of managing leads in Excel spreadsheets are over.