CRM Lead Management
Company Name
NovaTech Solutions
AlphaCorp LLC
BrightWave Ltd
BlueSky Enterprises
Contact Person Email Address
John Smith
Sarah Johnson
Ahmed Hassan
Micheal Lee
john.smith@novatech.
com-
Phone Number
-
-
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Lead Source
Wedsite Inquiry
Lead Statues
Contacted
Networking Event New
Social Media
Cold Call
Follow-Up
In Progress
Follow-Up Date
Notes\Action Taken
Priority
05\10\2025
Sent introductoty email,
waiting response
High
06\102025
Added to CRM, Needs
qualification call.
Medium
08\10\2025
Called lead, interested in
service demo next week
Medium
09\10\2025
Proposal sent, awaiting
feedback
High
Medium
Stellar Service
Linda Green
--
Trade Show
New
10\10\2025
Collected business card at
trade show, awaiting call
Quantum Solutions
David Miller
-
Wedsite Inquiry
In Progress
11\10\2025
Demo call schedule,
preparing proposal.
High
Racheal Adams
racheal@apexdynamics.
com
-
12\10\2025
Followed up on proposal,
awaiting client feedback
High
13\10\2025
Lead opened email but has
not responded
Low
14\10\2025
Scheduled meeting for next
week to discuss partnership Medium
Apex Dynamics
Visionary Tech
Horizon Solution
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Tom Wilson
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Sophia Clarks
sophia@horizonsolution
s.com
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Referral
Email Campaign
Follow-Up
New
Networking Event Contacted