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LEAD TRACKER
©2022 Workman Success Systems
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2023 LEAD TRACKER
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RatingAgentClient NameClient Phone #Client EmailLead DateFirst
Contact
Date		Next
Scheduled
Touch		Client TypeSourceProperty TypeProperty Value (must complete this column)Potential Revenue ValueAdded to CRMProbability
StatusWinLossNotes
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A[Agent 1]Mary Smith213-555-1212mary.smith@gmail.com1/12/20231/12/20232/17/2023BuyerFacebookResidential $450,000$13,500Yes90%In CRMYes
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B[Agent 2]Jane Doe801-556-6541jane.doe@gmail.com2/15/20232/15/20232/20/2023SellerTruliaInvestment$105,000$3,150Yes80%In CRMNoHas Agent
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C[Agent 4]Rick Joseph897-876-9365rick.joseph@gmail.com3/1/20233/1/20233/6/2023RentSignNew Build$2,555,000$76,650Yes40%In CRMYes
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A[Agent 4]Anna Marie315-762-9723anna.marie@gmail.com4/8/20234/8/20234/13/2023BuyerReferralResidential $290,000$8,700No5%ContactedNoUn-Qualified
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