Build a Google Sheet CRM with Lead Allocation & RM Tracking -- 2

Job ID: 39790541

Budget: ₹600 – ₹1,500 INR

Description:
I run a real estate brokering firm and need a Google Sheet-based CRM to manage Bulk leads.
The system should allow me to allocate daily leads to Relationship Managers (RMs) and track follow-ups.

Scope of Work:

Master Database Setup

Columns: Lead ID, Customer Name, Phone No, Source, Assigned RM, Date Assigned, Status, Feedback/Remarks, Follow-up Date, Final Status, Allocated (Yes/No).

Dropdown list in Status column (Connected, Not Connected, Interested, Long Prospect, Call Later, Follow-up, Not Interested, Invalid, Wrong Number, Switch Off, Do Not Disturb).

RM Sheets

Separate sheets for RMs: Sadaf, Rehan, Zafar, Prachi, Anique, Godrej, UKE.

Each RM sheet should auto-pull only their assigned leads.

Daily Allocation

Easy way to assign 150 fresh leads daily per RM from the master sheet.

Auto-update RM sheets once leads are assigned.

Dashboard

Summary view for management:

Leads assigned per RM per day

Connected vs Not Connected %

Interested leads

and all dropdown