Form Template Library

Lead Tracking Form

Try our free lead tracking form for your mobile device to have a better understanding about your business lead sources.

Better track lead sources so you can hone your sales efforts to be more productive at work. Keep tabs of your generated sales while seeing how well your competition is doing in attracting leads.

Try our lead tracking form for free on any mobile device with a free trial of IntouchCheck mobile form software. Sign up for a free trial today and ask your Intouch specialist to load this pre-built form into your account.

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More About This Form

 

Customer leads are the life of your business as you need to track down potential clients and entice them to purchase your products and services. You also need to hone your lead tactics to make your work time more productive to increase sales generation that will produce greater profits. Our lead tracking form allows you to gather lead details so you can focus on generating leads from more reliable sources and modify tactics to find viable customers.

 

Form Details

Use our efficient lead tracking form to monitor your lead sources so you have a greater understanding of  the potential clients and customers for your business. You can enter information about each lead so you can use the best marketing tactics to convert them into sales. You can also review the volume of the sales you have generated so you know which sales pitches are working with certain customers as you can look for other places where you can find the right leads. Our lead tracking form can also help you monitor your competition and their marketing efforts so you can streamline your promotional strategies.

The lead tracking form is designed for mobile devices such as smartphones and tablets. So you can enter the lead tracking details right on your mobile device after speaking with a potential customer. You can also use the gathered information in reports that can be used with all of your sales personnel to further motivate and help them stay productive when tracking their leads. These categories are found on this form template:

  • Lead details
  • Date of report
  • Salesperson's information
  • Lead source
  • Application
  • Desired price range
  • Competitors under consideration
  • Signoff

Customize Your Digital Lead Tracking Form

We know that every business is unique, and your forms should reflect that. Our ready-to-use template is a comprehensive list of industry standard fields, but it is most useful when customized to reflect your own needs. The IntouchCheck platform makes it simple to quickly customize the mobile form template to meet the individual needs of your company and goals; questions, fields, or sections can be quickly removed, and new queries or fields can be added in the appropriate places to fit your project.  

 

Create Your Own Digital Lead Tracking Form Template

Already have processes and procedures in place? IntouchCheck’s straightforward interface makes it fast and easy to create your own forms, where you can customize the sections, categories, questions, and types of data/image capture fields. We’re here to help you get started! Try IntouchCheck for free, and see how easy it is to streamline your business processes.

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