If you are planning to use a Real Estate Lead Tracking Spreadsheet, you must use the most up-to-date and professional software that is available. This spreadsheet application helps you keep track of all the information about the leads you have. It allows you to send the reports in different formats, either in PDF format or CSV (comma-separated values) format. The good thing about this tool is that it can also help you save your time since you only need to load the necessary information.
The process of tracking leads in a Real Estate Lead Tracking Spreadsheet is fairly simple. You simply need to generate the form from the basic form. When you are using a Real Estate Lead Tracking Spreadsheet, you must require the identity of the lead and email address. There should be a field for the full name and a separate field for the last name. The contact number is important, so you should use it as well.
For the second field, the name should be unique. There should be a field for the full name and a field for the last name. You can also include an asterisk to denote whether the person has a first or last name.
You should place the full name of the person in the field where you are going to collect the email address. However, you must make sure that the person’s name is going to be included in the email address field. To save your time, you can load the contact number and use it instead of having the name field.
The third field is an optional field that can be used to include the person’s mobile phone number. In some instances, the Real Estate Lead Tracking Spreadsheet will allow you to include the cell with an asterisk as well.
The fourth field is where you will put the contact number. To be able to collect the contact number for each lead, you will need to select the cell that you want to collect the number from. You can either enter the person’s mobile phone number or else you can use the asterisk and enter the cell instead.
After the field, you can also type the link field. You should use the comma character, however, to indicate whether you want to include the name of the person or not.
It is also a good idea to include the date in the same area. This is because you will be using the spreadsheet application to compile reports at a regular interval. Some spreadsheets allow you to set up alerts whenever a particular date has been reached.