Capture and track every lead in one reliable place, with source, stage, and status, so no responder slips through a crack and the whole pathway has a single source of truth.
Capture every responder the moment they show interest. One row per lead.
| Name / contact | Source | Date in | Current stage | Last contact | Next step + date | Owner |
|---|---|---|---|---|---|---|
New (just entered, not yet contacted). Contacted (first response sent). Nurturing (in the follow-up cadence). Sales-ready (meets your qualification criteria, ready for handoff). Handed off (passed to your sales process, the edge of this pathway). Won (became a customer). Disqualified (not a fit, closed out cleanly).
Usage rules: enter every responder immediately, because a lead that is not in the tracker does not exist. Update the stage and next step at every touch. The tracker's job is to answer one question at a glance: who owes whom a next step. Keep source and stage accurate, because your metrics are built from these fields.
Your answers stay in your browser on this page and are never sent anywhere.