Can this start as a spreadsheet?
Yes. Medicortex LeadPulse is useful when the spreadsheet becomes hard to operate consistently.
Small-team lead tracking template
A small team does not need a heavy dashboard to start. It needs one clean view of leads, owner, status, and next action.
Short answer
Track lead name, source, fit, contact route, reviewed message, last touch, owner, next action, and outcome.
Template fields
Start with fields that directly change what the team does next.
- lead name
- source
- fit note
- contact route
- message status
- last touch
- owner
- next action
FAQ
What is the most important field?
The next action field, because it prevents leads from going stale.