Description
Real Estate Lead Tracker
Organize enquiries, budgets, sales stages and next actions in one editable Excel workbook. Keep each active lead linked to a clear follow-up date instead of relying on scattered notes.
What is included?
- 100 prepared lead rows, with separate Working and Example sheets.
- Fields for budgets, enquiry sources, sales stages and next actions.
- Calculated follow-up statuses: overdue, due today, scheduled, closed or missing a follow-up date.
- Guidance on extending formulas and formatting when you need more rows.
Files inside your ZIP
- Real Estate Lead Tracker Excel workbook (.xlsx)
- Buyer guide (.pdf, 3 pages)
- Editable buyer-guide text (.txt)
Language and software requirements
All product files are in English. Use Microsoft Excel with automatic calculation enabled, plus a PDF reader for the guide. Review compatibility before using another spreadsheet application. This is a digital download, with no printed product, cloud software subscription or shipping.
Important details
Follow-up statuses use your spreadsheet application’s current date and calculation settings.
Single-agent licence
One purchase allows one agent to edit and use the materials in their own business and use the resulting outputs with clients. It does not permit resale, sharing, redistribution or sublicensing of the original templates, or offering them as a competing product. Agency-wide or team use requires a separate agreement.
Download and support
Your ZIP download becomes available after payment is confirmed and is included in your order details. Two downloads are allowed, with no expiry date. Save a copy on your device.
Reviews
There are no reviews yet.