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PROSPECTTRACKINGSHEET NAME TypeContactInfo:PhonePreferredKeyInformation description,relationship,characteristics,keydates(birthdays,anniversaries,etc),familynames,workplaceandanyotherinformationthatwill helpyoubuildrapportovertime.EmailAddress1Address2City,STZipDateWhathappened?Howdidyou.

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Leads are people at the very top of your sales funnel. While they are aware of your company and your product, they have not been qualified and it won't be clear how promising they are as a potential sale. Alternatively, prospects are leads who have been qualified and deemed likely to buy.

A sales prospect is a potential customer who has been qualified as meeting specific criteria that indicate an ability and likelihood to buy.

Marketing prospects are those contacts who might become leads – in other words, 'prospective' leads. An example is an email list. Before any action has been taken, all contacts are prospective leads. They will become a sales-ready lead when they have confirmed their interest.

A prospect is a potential customer who has been qualified as fitting certain criteria. Prospects fit your target market, have the means to buy your product or services, and are authorized to make buying decisions. A lead is an unqualified contact, while a prospect has been vetted to fit the defined criteria.

A prospect tracking spreadsheet is a record of potential customers' details that sales teams use to increase productivity. It includes basic contact information like names, phone numbers and email addresses. Other columns indicate whether the representative was able to contact the customer and what the result was.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232