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Lead and Client Engagement Tracker
#Operations
#Entrepreneurship
#Professional
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Track your lead and client engagement
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Updated May 26, 2021 at 10:03 PM
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Samira Bulushi
At
DigitallyDecluttered.com
I organize and declutter digital spaces helping you take it from chaos to order. I also help you implement methods and systems to maintain your new clutter-free space.
Explore the base
Contacts
All Contacts
Grouped by Lead Source
Zapier - Imported to MailChimp?
Zapier - Find Duplicates (Don't Change View
Lead Engagement
All Unsold Leads
All Leads
Pending Sale
Potential Sale
Sold - Became Client
No Sale (Not Active)
Client Engagement
All
Active Clients
Project Completed
Organizing Clients
Design Clients
Laura's Clients
Hannah's Clients
“Date of Sale” Calendar
Zapier - Sales Totals to Finances to Hannah
Zapier - Sales Totals to Finances Laura
Sessions
Sessions
Unpaid Sessions
Grouped by “Paid?”
Sale Total by Client
Referral Partners
Referral Partners List