Data Entry

All form submissions and call leads will populate the lead sheet, comprising two tabs: Leads and Dashboard.

Responsibility

Assign a team member to update the “Leads” tab weekly.

Updating Leads

• Use the dropdown selector in the relevant column to categorize leads as Qualified/Not Qualified.
• Indicate if the lead converted into a sale using the dropdown selector in the relevant column.
• If selecting “Yes” in the sales column, record the amount in the appropriate column.
• Provide comments on lead qualification decisions in the comments column.

Dashboard Functionality

• The Dashboard tab will auto-update with lead sheet entries.
• Offers a summary of leads, sales, and qualified leads.

Filtering Options

• Utilize filtering capabilities to streamline lead sheet views based on form submissions or calls.