Jan 21, 2021 · If you need to view all active and upcoming leads in one place, try the sales lead tracker template in Smartsheet, which combines contact management, communication logs, and deal …

Jul 6, 2020 · Compile important details into one CRM template to streamline communication with customers. Use the Smartsheet CRM/sales pipeline template to dynamically change views, attach …

Jul 27, 2018 · The template has columns for detailed information about each sales lead, including contact dates and status — this allows you to keep track of communications with each customer, …

Aug 10, 2022 · This template is ideal for individual sales representatives who need to track weekly sales activity. For each weekday, enter the number of calls made, visits completed, sales leads generated, …

May 27, 2025 · You can also create a sales pipeline for your business in Smartsheet to help track leads and aggregate data for sales analysis and optimization. Below, you’ll find a step-by-step how-to …

Aug 29, 2022 · This sales leads pipeline template also documents your communication process, so you can easily manage the status of each lead and see which action to take next.

May 25, 2022 · Sales managers can use this dashboard template to create a weekly sales status report. The template shows key performance indicators (KPIs) for sales reps, such as lead conversion rate, …

Feb 11, 2021 · Keep track of sales and service calls with the most useful free templates in PDF and Microsoft Excel and Word formats. All of the templates on this page are ready to use, free to …

Dec 6, 2022 · Created for marketing executives, this dashboard template provides information on campaign performance and lead conversions. View the top channels, average opportunity amount, …

Jun 7, 2022 · Download free, customizable monthly sales report templates for small businesses in a variety of formats.