Sales
A Guide to Sales Lead Tracking
Track the few things that tell you whether a lead is moving.
Lead tracking is not about recording everything. It is about capturing the few facts that tell you whether a lead is progressing and who needs to act.
What to track on every lead
- Source, where the lead came from
- Status, where it is in your process
- Owner, who is responsible right now
- Last contact and next step
- Outcome and, if lost, the reason
Statuses that reflect your process
Use status names that match how your team actually talks about leads, not a generic funnel. Five or six clear stages beat a dozen no one updates.
Spotting leads that have gone quiet
The useful question is not "how many leads do we have" but "which leads have not moved". Filtering your list by status and checking which leads have not been touched in X days is where deals are recovered.
Reporting on lead flow
Once a month, look at how many leads entered each stage and how many moved on. The stage with the biggest drop-off is your next project.
Do it in AliveCRM
See every lead and where it stands
AliveCRM tracks source, status, owner and next step on every lead. The Lead Pipeline report is on every plan; the advanced reports, such as Source Performance and Conversion Funnel, are on the Advance and Premium plans.
- Custom statuses
- Overdue count on the dashboard
- Lead Pipeline report
Rahul Sharma
Example Technologies
Stop Losing Leads. Start Managing Them.
Capture every opportunity, give your team the right information and follow up at the right time.