Smart Lead Management Spreadsheet Creation

Job ID: 40157703

Budget: ₹12,500 – ₹37,500 INR

Excel / Google Sheets Automation – Freelance Requirement
We are looking for a freelancer to help us set up a simple lead management system in Excel or Google Sheets.
Scope of work:
Create multiple sheets for lead tracking:
Raw Leads
After Calling
Interested
Visits / Inspection
Closure
Leads should be moved between sheets based on status (manual or formula-based).
Basic automation using simple formulas / filters (no heavy coding required).
Clear structure so non-technical staff can use it easily.
Separate tracking for Tenant leads and Owner leads.
Requirements:
Experience with Excel or Google Sheets automation.
Ability to keep the system simple and error-free.
Should explain how the system works after setup.
Available for small fixes after delivery.
Deliverables:
Ready-to-use Excel / Google Sheet file.
Brief explanation or walkthrough.
1–2 minor revisions if required.
Please share:
Similar work done (screenshots or explanation).
Tool preference (Excel or Google Sheets).
Estimated time & cost.
This is a small, short-term freelance project with potential for future work.