Bethel Okeakwa

Lead Name John Doe Jane Smith Bob Johnson Lead Source Website Referral Social Media Contact Date- Follow-Up Priority High Medium Low Status Contacted Not Contacted Contacted Lead Name John Doe Jane Smith John Doe Date Method Notes- Email Sent intro email- Phone Call Left voicemail- Zoom Scheduled follow-up Lead Name John Doe Jane Smith Bob Johnson Current Stage Proposal Sent Initial Contact Qualified Next Step Awaiting Response Follow-Up Send Proposal CRM Dashboard Total Leads Conversion Rate 3 66.67%