Sheetgo's leads tracking management template lets sales managers automatically gather data from sales reps, as well as monitor the status of prospects and leads at every stage of the funnel.
Each sales rep has a spreadsheet to record and track lead status. Sheetgo automation transfers data into the manager’s master sheet. The result: an automated overview of all reps, sales, and leads in the dashboard.
How it works
When you install the Sheetgo Leads Tracking template, you get four Google Sheets files with pre-built Sheetgo automations:
3 Leads rep spreadsheets: Share each of these with your sales development representatives to track prospects and leads.
1 Leads tracking management spreadsheet: This central sheet is a database of past and current leads.
1 Dashboard: This shows all the charts from the master sheet, to give a quick overview of lead status.
How to use it
Step 1: Install and explore
It takes a few minutes for Sheetgo to copy the files to your Google Drive and creates the connections. Once this is done, the template will open in the workflow view.
Step 2: Share files
First, you have to share files straight from your Google Drive with every representative.
Go to drive.google.com
Go to My Drive > Sheetgo Templates > Leads tracking management > Reps
Right-click on a Leads rep file and choose Share.
Share the file with the corresponding representative.
Repeat this process for all the reps.
You can also share the entire workflow to collaborate with another Sheetgo user.
Step 3: Enter your data
Each Leads rep file has an input tab. Sheetgo will copy data from this input tab into the master sheet every time the workflow runs.
Step 4: Run the workflow
Click Run all automations, the master sheet will have consolidated data from all representative spreadsheets.
Step 5: automate transfers
Set up triggers so your workflow always has the most recent data in your master sheet.
Adding Sales Rep spreadsheets
The template contains 3 pre-connected Sales Rep spreadsheets. To add extra files for additional team members:
Go to Google Drive > Sheetgo Templates > Leads tracking management.
Right-click on one of the files, then Make a copy.
Rename the file for the new colleague.
Open your Leads tracking management workflow.
On the right sidebar open Automations.
For consolidated Sales Leads, open the settings and select Edit.
Under Source, you will see that the connection is currently copying data from the 3 Sales Rep files into the master sheet.
Click Add another source file and select the new file that you just copied.
Select the correct source tab: Leads (Input).
Click Save changes.
Run the workflow.
Remove a Sales Rep spreadsheet
Go to your Leads tracking management workflow.
On the right sidebar open Automations.
For consolidated Sales Leads, open the settings and select Edit.
Open the settings (⋮) next to the Sales rep file you wish to remove and select Delete.