Completed

Lead Source Tracking

I need a Google Sheets workbook that tracks calls and leads into our business.

There will be a master list workbook, and a separate workbook for each Lead Source.

I need a master list where all of the information for every call ("lead") is found. When entering a lead onto the master list, the employee will choose from a drop down box which Lead Source that lead came from (Billboard, AdWords, Website, etc).

I need the information from that row on the master sheet to auto-populate and auto-update onto the workbook for whichever Lead Source is chosen.

So for instance, if John Smith calls in and is from Lead Source 1....

He would be listed on the master list as John Smith with all of his other information. Once "Lead Source 1" is chosen as his Lead Source, his entire row of information auto-populates onto a separate Lead Source 1 workbook. When we update information on the master list for John Smith, it automatically updates on the Lead Source 1 workbook as well.

We would need an easy ROI formula for tracking on each separate Lead Source workbook so we can figure out what works and what doesn't.

Skills: Data Entry, Data Processing, Excel

See more: lead source attribution, importance of tracking lead source, lead source tracking google analytics, best practices for lead source tracking, offline lead sources, how to organize lead sources, how to track where leads come from, lead source picklist values, expired lead source, sugar crm lead source, sugarcrm lead source, lead source form joomla salesforce, populate data website sheet, infusionsoft google keyword lead source, lead source for sydney, lead source, lead source list, why we need a salesman tracking app, Very basic site with a lead capture to google sheets, pipedrive lead source

About the Employer:
( 0 reviews ) Shepherdsville, United States

Project ID: #18913551

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darshan17755

Through out the project I will work closely with you to understand your requirements about the project and achieve perfect results.

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SindhuPatnala

Hello, I have excellent knowledge of Ms Office & MS Excel with excellent typing speed(speed 80WPM), I can assist you with you as the Virtual Assistant, Customer service statisfaction, Lead generation, Order processing More

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Abbas786512

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aneksingh72

l have experience of working in a reputed college for 15 years and can perform data entry jobs in excel

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