ABCDEFGHIJKLM
1
2
3
Welcome to the Ultimate Lead Tracker Template, brought to you by Sapiengraph
4
Sapiengraph is a Google Sheet enrichment tool that pulls fresh B2B data of people and companies from sources like LinkedIn and Crunchbase.
5
6
7
About the different SheetsAdding new lead
in sheet Add New Lead
Enriching leads with data
in sheet Lead Tracker
8
9
1. Full Guide - this guide.

2.
Add New Lead - START HERE. When you have a new lead, fill in the lead info to add it to the CRM here.

3. Lead Tracker - all leads will be added here. You can track your leads and enrich them with additional data using Sapiengraph

4. Pipeline Overview - overview of all leads and the status of follow-ups
1. Go to File → Make a copy.

2. Key in lead info in the form.

3. Click button.

4. A dialog box will pop up on your first use.

5. Grant permission for the button to work.

6. Click Add to Lead Tracker button again.

7. The leads will be added to Lead Tracker sheet.
1. To enrich leads with data, first install Sapiengraph.
• Sign up for an account at sapiengraph.com/signup.
• Install Sapiengraph browser extension & Sheets Add-on.
• Click Extensions → Sapiengraph → Launch Sapiengraph to start using.

2. Select leads to be enriched in column B.

3. Click button at the top of column B.

4. Data that can be enriched is indicated in row 7 "can be enriched".

Note: Enriching leads will consume credits. Check balance in your Sapiengraph account.
10
11
12
13
Read our Lead Tracker Template article for a visual tutorial.
14
15
Check out our FAQs for updates.
16
Have more questions? Talk to us via live chat at Sapiengraph.com,
17
or email us at hello@sapiengraph.com.
18
19
20