Sales Lead Tracking Checklist ( SALESANDMARKETING )

This checklist is designed to ensure that all sales leads are properly tracked and managed throughout the sales process, enhancing follow-up efficiency and conversion rates.

• Log New Leads

  Ensure that all new leads are entered into the CRM system with accurate contact details and source information.

• Categorize Leads

  Assign each lead to relevant categories based on their interests and potential value to prioritize follow-ups.

• Assign Ownership

  Designate a sales representative for each lead to ensure accountability and tailored follow-up actions.

• Schedule Follow-Ups

  Set reminders for follow-up calls or emails based on the lead's preferences and engagement history.

• Update Lead Status

  Regularly update the status of each lead in the CRM system to reflect current engagement and next steps.

• Review Lead Performance

  Conduct weekly reviews of lead progress to identify trends, successes, and areas for improvement in tracking techniques.