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Lead tracking
Manage your leads with a clear pipeline and better-paced follow-ups
Centralize your prospects and their opportunities in an easy-to-follow application designed to qualify faster, follow up at the right time, and visualize commercial progress without scattered spreadsheets.
Replace manual tracking with a readable sales pipeline
This lead tracking template structures commercial management around two complementary levels: the prospect and the opportunity. You gain visibility on follow-ups, maturity stages, and revenue forecasts, while keeping a usable history for the team.
2
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
2 linked forms to cover lead and opportunity tracking
Prospect
Contact tracking sheet, with identity, contact details, status, priority, source, follow-ups, and related opportunities.
Opportunity
Business sheet attached to a prospect, with stage, status, estimated amount, probability, salesperson, and closing deadline.
Everything needed to nurture leads to conversion
Prospects to qualify
Manage prospect sheets with their contact details, source, status, priority, and useful information for daily commercial tracking.
Attached opportunities
Transform a prospect into multiple opportunities if needed, tracking the stage, status, estimated amount, probability of success, and weighted amount.
Direct link between prospect and opportunity
The one-to-many relationship between Prospect and Opportunity allows linking each opportunity to its source prospect and maintaining a complete view of the sales journey.
Follow-ups and tracking over time
Calendar views and follow-up date columns help pace actions, avoid forgetfulness, and prioritize prospects to address first.
Dashboard management
Dashboards provide an immediate overview of the volume of prospects, conversions, open opportunities, and pipeline distribution by status or stage.
From first contact to sales forecast
The template relies on a simple and realistic sequence: first the prospect, then the associated opportunities, followed by the management of follow-ups and stages until closure. The list, pipeline, calendar, and dashboard views serve to animate daily tracking.
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01
1. Create the prospect
The Prospect sheet centralizes identity, company, position, source, priority, and contact details. It is the entry point for commercial tracking.
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2. Organize qualification
The Follow-up, Pipeline, and Follow-ups views allow sorting prospects by their status, priority, and follow-up date to concentrate commercial effort.
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3. Open an opportunity
When the prospect is ready, one or more Opportunities can be linked to the source sheet via the reverse link Linked Prospect. We then track the title, stage, status, and responsible salesperson.
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4. Track value and probability
Each opportunity carries an estimated amount, a probability of success, and a weighted amount to help prioritize deals and build forecasts.
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5. Manage closure
The In Progress, To Close, Pipeline, and Forecast views provide an operational reading of deals to be processed, upcoming deadlines, and amounts to anticipate.
Screens designed to track commercial activity daily
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A model suited for teams that need to follow up and convert quickly
SMEs
Structure a clear commercial follow-up without setting up a complex CRM, while maintaining real management of follow-ups and opportunities.
Large accounts
Provide multiple salespeople with a shared view of prospects, stages, and amounts, with consistent management views.
Public sector
Track incoming requests, contacts, and files to be processed with a simple follow-up and prioritization logic.
Yes. The model is based on two complementary forms: Prospect for contact tracking and Opportunity for tracking attached deals.
A prospect can be linked to multiple opportunities via the Opportunities List field, and each opportunity retains its linked Prospect in return.
Yes. The Follow-up and Follow-ups views, as well as the Follow-up Date field, help plan commercial actions and limit forgetfulness.
Yes. The Pipeline, In Progress, and Forecast views allow tracking stages, amounts, and the progress of opportunities.
The dashboards highlight the total number of prospects, converted prospects, prospects to follow up, open opportunities, estimated pipeline, and creation trends.
Yes. The structure is intentionally readable and progressive, making it easy to grasp quickly while allowing room for customization.
Install this lead tracking and bring method to your follow-ups
Start with a ready-to-use commercial base, then adapt the fields, views, and steps to your way of qualifying, following up, and converting.
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