App Sheet Sales Lead Management
Budget: ₹1,500 – ₹12,500 INR
App Overview: Lead Management System (AppSheet + Google Sheets)
Purpose
This app is designed to track leads, manage referrals, and monitor user activity using Google Sheets as a database and AppSheet for front-end interactions.
Step 1: Google Sheets Setup
Leads Database Sheet
Updated columns:
Lead ID Lead Name Lead Mobile Service Required Date Created Status Referral Guide Mobile Generated By
1 John Doe 9876543210 GST Filing 2025-03-16 10:00 In Progress 1234567890 Guide 1
2 Jane Smith 8765432109 Tax Consultancy 2025-03-16 10:05 New Guide 2
Auto-generate Lead ID: =ROW()-1
Auto-generate Date Created: =NOW()
User Registration Sheet
Stores user details:
| Name | Mobile | Password | Referral Guide Mobile |
Step 2: AppSheet Setup
1. Update Data Structure
Go to AppSheet > Data and ensure the new column Generated By is recognized.
2. Update Lead Form
Fields: Lead Name, Lead Mobile, Service Required, Referral Guide Mobile (optional).
Hidden Fields: Generated By (auto-fills with logged-in user’s name or mobile).
Implementation:
Use Initial Value in AppSheet to pull logged-in user details from the User Registration sheet.
3. Update Dashboard
Shows lead status categories:
Total Leads, In Progress, Completed, Payment Pending, Payment Completed, Rejected
When a user clicks a category, the detailed view displays:
Lead Name, Lead Mobile, Service Required, Date Created, Status, Generated By
4. Referral Dashboard
Filters leads based on Referral Guide Mobile.
Shows Generated By to track lead sources.
5. Admin View
Full lead list with all columns.
User management and referral tracking.
Step 3: Test & Deploy
Testing
Verify if Generated By auto-fills correctly.
Check if dashboards display filtered data properly.
Deployment
Click Deploy in AppSheet.
Share the app with users for mobile/desktop access.
Example Workflow
User Registration:
A user registers with Name, Mobile, Password, Referral Guide Mobile (optional).
Lead Submission:
The user submits a lead.
Generated By auto-fills with the logged-in user’s details.
Dashboard View:
The user can view their submitted leads by status.
Referral Dashboard:
Users can track leads generated by referrals.
Admin Panel:
Admins can monitor all leads and user activities.
Purpose
This app is designed to track leads, manage referrals, and monitor user activity using Google Sheets as a database and AppSheet for front-end interactions.
Step 1: Google Sheets Setup
Leads Database Sheet
Updated columns:
Lead ID Lead Name Lead Mobile Service Required Date Created Status Referral Guide Mobile Generated By
1 John Doe 9876543210 GST Filing 2025-03-16 10:00 In Progress 1234567890 Guide 1
2 Jane Smith 8765432109 Tax Consultancy 2025-03-16 10:05 New Guide 2
Auto-generate Lead ID: =ROW()-1
Auto-generate Date Created: =NOW()
User Registration Sheet
Stores user details:
| Name | Mobile | Password | Referral Guide Mobile |
Step 2: AppSheet Setup
1. Update Data Structure
Go to AppSheet > Data and ensure the new column Generated By is recognized.
2. Update Lead Form
Fields: Lead Name, Lead Mobile, Service Required, Referral Guide Mobile (optional).
Hidden Fields: Generated By (auto-fills with logged-in user’s name or mobile).
Implementation:
Use Initial Value in AppSheet to pull logged-in user details from the User Registration sheet.
3. Update Dashboard
Shows lead status categories:
Total Leads, In Progress, Completed, Payment Pending, Payment Completed, Rejected
When a user clicks a category, the detailed view displays:
Lead Name, Lead Mobile, Service Required, Date Created, Status, Generated By
4. Referral Dashboard
Filters leads based on Referral Guide Mobile.
Shows Generated By to track lead sources.
5. Admin View
Full lead list with all columns.
User management and referral tracking.
Step 3: Test & Deploy
Testing
Verify if Generated By auto-fills correctly.
Check if dashboards display filtered data properly.
Deployment
Click Deploy in AppSheet.
Share the app with users for mobile/desktop access.
Example Workflow
User Registration:
A user registers with Name, Mobile, Password, Referral Guide Mobile (optional).
Lead Submission:
The user submits a lead.
Generated By auto-fills with the logged-in user’s details.
Dashboard View:
The user can view their submitted leads by status.
Referral Dashboard:
Users can track leads generated by referrals.
Admin Panel:
Admins can monitor all leads and user activities.