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The prospect tracking spreadsheet is an ideal tool to keep track of your prospects’ details. It can be used for tracking such things as age, gender, location, email address, and telephone number. It works in a similar way to an excel spreadsheet by allowing you to enter data into your spreadsheet and then also allow you to download the data to your computer or mobile device.
50 Elegant Real Estate Client Tracking Spreadsheet DOCUMENTS IDEAS from prospect tracking spreadsheet , source:kidstheworld.com
It can be difficult to edit an excel sheet that has thousands of rows and columns of information. The prospect tracking spreadsheet, however, is not just for beginners. It is also ideal for people who are keen to have quick and easy access to all the information they need regarding a prospect.
Good spreadsheets also have built-in features that make it easy to handle specific types of information. For example, a good spreadsheet can include fields that allow you to categorize the information you want to view. This makes the process of dealing with a prospect much easier and quicker.
Spreadsheet for Sales Tracking Lovely Sales Tracking Spreadsheet from prospect tracking spreadsheet , source:mylq.org
The prospect tracking spreadsheet comes in two different versions: personal and shared. Each of these versions is meant to cater to different needs. It will, however, be important to know what type of information you are going to be dealing with before you start your project.
The first thing you’ll need to decide upon is what type of data you want to store. This will depend on a lot of factors including the size of your business and the amount of time you want to spend looking at data. Once you’ve decided on this, you can move onto how you want to generate the spreadsheet.
Excel Sales Tracking Template Sample Excel Invoice Tracking Template from prospect tracking spreadsheet , source:webarchiveorg.us
With the right software, you can make your template of your spreadsheet. This is a good idea because you can use templates for different purposes. For example, you may find that you need to store information about your emails and your prospects’ details.
With a good template, it will be easy to add the necessary information needed for your spreadsheet. The most important thing to remember when using a template is to ensure that all the information that you need is laid out.
Personal Training Tracking Sheet from prospect tracking spreadsheet , source:duboismuseumassociation.org
It is important to remember that creating a good spreadsheet will not only be easier than it used to be but will also save you lots of time. With it, you can keep track of your customers, as well as the marketing process.