Comprehensive Lead Tracking
Easily add, view, edit, and delete leads with our user-friendly interface, ensuring no opportunity is missed.
Image Integration
Attach and manage images for each lead to enhance your data organization and visualization.
Follow-Up Management
Schedule and track up to 5 follow-ups per lead to ensure timely and consistent engagements.
Advanced Filtering
Filter your leads by status and date ranges to focus on priority tasks and optimize your workflow.
Data Export Options
Export your lead data effortlessly in CSV, PDF, or print formats using integrated DataTables features.
Secure Data Storage
All lead images are securely stored in Google Drive with easy access links, ensuring data safety and accessibility.
About Our Lead Management Web App
Our Lead Management Web App is designed to help businesses of all sizes efficiently manage their leads and streamline their sales processes. Built on the robust Google Sheets platform and enhanced with Google Apps Script, our web app offers a seamless integration that allows for real-time data management and collaboration.
User-Friendly Interface
Navigate through your leads with ease using our intuitive and responsive design. Manage your sales pipeline without any technical hassle.
Scalable and Customizable
Whether you're a startup or an established enterprise, our web app scales with your business needs. Customize the dashboard to fit your unique sales strategies.
| Step | Instructions |
|---|---|
| Step 1 | Open the web app link provided. |
| Step 2 |
If you see a Google Sheet in view-only mode:
|
| Step 3 |
If you see a page with two options (Make a Copy and AppScript File):
|
| Step 4 | Follow the on-screen instructions to complete the setup. |
| Step 5 | Click on the Extensions menu at the top of the Google Sheet. |
| Step 6 | Select Apps Script from the dropdown menu. |
| Step 7 | In the Apps Script editor, click on the Deploy button. |
| Step 8 | Select New deployment from the dropdown menu. |
| Step 9 | In the deployment configuration, click on Select type and choose Web app. |
| Step 10 | Fill in the required fields and click on Deploy. |
| Step 11 | Grant the necessary permissions when prompted. |
| Step 12 | Once deployed, copy the web app URL provided. |