Streamlined Lead Management System
Budget: $30 – $250 USD
I'm looking for an efficient way to manage and track leads. I want to use shortcuts alongside numbers for data entry and organization.
Essential requirements:
- Multi-source inflow of new leads
- Comprehensive lead tracking
- Systematic follow-up management
Mac OS
Key data points to track:
- Contact information name phone email
- Lead source (multi)
- Follow-up status
- source and report back to lead source
- track sales / closed / lost / follow up
- show general volume of won / new business
Ideal candidates should have:
- Experience with data management tools (spreadsheets, CRMs, or custom software)
- Strong organizational skills
- Ability to create automated workflows for lead processing - via Mac OS / short cuts / numbers
Please provide samples of previous work and a clear plan for implementation.
Essential requirements:
- Multi-source inflow of new leads
- Comprehensive lead tracking
- Systematic follow-up management
Mac OS
Key data points to track:
- Contact information name phone email
- Lead source (multi)
- Follow-up status
- source and report back to lead source
- track sales / closed / lost / follow up
- show general volume of won / new business
Ideal candidates should have:
- Experience with data management tools (spreadsheets, CRMs, or custom software)
- Strong organizational skills
- Ability to create automated workflows for lead processing - via Mac OS / short cuts / numbers
Please provide samples of previous work and a clear plan for implementation.