Build Your Own Simple Lead CRM in Google Sheets - Project Tutorial

In this quick video, I run through a basic way to set up a lead CRM in Google Sheets including setting up a couple quick stats on a stats page.
You can make a copy of the Google Sheet I used in the video here: bit.ly/3hFvCNd
Let me know in the comments if there's anything you would like to see covered in a followup video.

[@PriscillaEkundare]

This is so valuable. I created a Lead CRM in google sheets for the first time following your step by step tutorial..Thank you.

[@SheetsNinja]

Awesome, so glad this was helpful!

[@austin.rubi.realtor]

This is the best CRM in sheets tutorial on KZbin! Thank you

[@SheetsNinja]

Glad it was helpful!

[@munazzahjeelani8065]

Great, exactly what i needed for my project. Thanks. Keep'em coming.

[@SheetsNinja]

Thanks, will do!

[@LeadWithAdam]

Yeah this was exactly what I needed. Thanks man!

[@SheetsNinja]

Glad I could help!

[@wilkintelfo4746]

Wow, thank you so much. You are amazing and a great teacher. Thank you.

[@SheetsNinja]

Awesome, so glad this was helpful!

[@diknarbetancourt]

You’re a legend. God bless you G 🙏🏻❤️👨🏻‍💻

[@SheetsNinja]

Awesome! Glad this was helpful!

[@fuzz570]

thank you so much brotha helped me out so much man!!!

[@SheetsNinja]

Glad I could help

[@krishnanagrawal3382]

can you help me that leads you have created in the google sheet how to assign that to each agent mentioned in the google sheet so that each agent views that own leads and doesnt view other google sheet

[@SheetsNinja]

Hey, so if you don't want agents to be able to see other agent's data, their data will have to be on their own spreadsheet, not just a tab or sheet on the same spreadsheet. You can do this using an importrange formula if you just want to display the agent data on their sheet ( kzbin.info/www/bejne/b3PIg3RunJmfac0 ), or you can use a script to move the data to the agent spreadsheet if they will need to edit the data after it goes to their sheet ( kzbin.info/www/bejne/b6mngputqdB1ja8 ). You can use a combo of a script to move the original data and then importrange to bring back the changes to the original sheet if desired.

[@aztectrax]

@@SheetsNinja 1st of all - YOU'RE THE MAN! Just found you and I'll definitely be reaching out for some contract help. In this instance, are you talking about - let's say for example that you're the Sales Director and so you want this Lead CRM to have ALL Leads from ALL Agents to be seen in your Sheet, but you create separate Sheets for each of your agents to work from on their own, but their activities and data get updated/reflected in your Master Sheet? That way you can see everything that's done from everyone all the time, but they can only see/manage/work on their own sheet?

[@SheetsNinja]

@@aztectrax So if the only updating after it goes to the agent sheets is from their end, then what you can do is set up a tab and bring in the data from the agent sheets so you can see the up-to-date lead data as updated by the agents. If you want to be able to edit it on the main lead CRM AND the agent sheets, that 2-way syncing is possible but takes a lot more to set up. It's on my list of videos to record a tutorial for.

[@SarwarAlam-pq7pj]

Very good 👍

[@SheetsNinja]

Thank you!

[@user-cu4sl9my2x]

Awsome thank you! I do have a problom though. You might know whats to do. So when I insert a new row with (integrated bot + make.com) the colums that didn't have a variable like (agent) is set to blank instead of the dropdown. Thank you regardles if you help me with this or not!

[@SheetsNinja]

So it can be challenging to run a script alongside things like Make or Zapier. What you would need to do here is maybe do a timed trigger that will reapply data validation for each column. It's beyond the scope of explaining in a comment but I do have a video on scripted dependent dropdowns that will cover the concept on more detail.

[@user-cu4sl9my2x]

@@SheetsNinja Great I will cheak it out. Great content

[@iamnickthegeek]

This is great. Could you possibly do a video that explains how to tie "Last Contacted" values to each touch checkbox? For example something like: Touch 1 = (A First Contacted Column) Touch 2 = 2 Days later (Last Contacted column updated accordingly) Touch 3 = 2 Days later (Last Contacted column updated accordingly) Touch 4 = 3 Days later (Last Contacted column updated accordingly) Touch 5 = 3 Days later (Last Contacted column updated accordingly) Touch 6 = 3 Days later (Last Contacted column updated accordingly) Touch 7 = 3 Days later (Last Contacted column updated accordingly) 3 Days later = Automatically mark contact "Lost"

[@WanderPalates]

This is great stuff, I have watched a few of your videos and curious how I can do a little more. Ideally I would like to take my leads list from one tab, and when my agent selects their name after contacting a client and when they select a result from a drop down menu, to make that result get moved from that tab to another tab at the end of the day depending on the result of their call. How would I do that, can I email you?

[@cynenergy]

I would like to setup another tab to move customers that have booked, how do i add it with the dropdowns

[@SheetsNinja]

I cover moving data using a drop-down in these videos: Dropdowns part 1: kzbin.info/www/bejne/iZnGlaqEnZyqepI Dropdowns part 2: kzbin.info/www/bejne/ZobTaZWno8unqqM

[@Syuzannochka11]

Fantastic tutorial. Helped me for my test task for the job application, hope I'll be hired soon. thanks thanks!

[@SheetsNinja]

Awesome, so glad this was helpful for you!

[@sfolorunsho]

Have you done a lead intake questionnaire video ?

[@SheetsNinja]

Are you talking about setting up a Google Form that leads will fill out their contact info?

[@rohitsonowane7182]

the link is not working, it takes me google sheet with sheets ninja logo with your website and yt. not the lead crm in google sheet to copy

[@SheetsNinja]

That is just the cover sheet, if you look on the bottom, there are multiple tabs so you can just click on the next tab.

[@stevengonzalez6743]

Great Content & easy to follow! I'm an outside sales account manager and I've started using this CRM. How would I keep an activity log of "visit notes". Do you think there is a better way than using the "show edit history" feature?

[@SheetsNinja]

I would recommend using notes or comments (right click on a cell and you will see both of those are options). That allows you to easily add notes to a row without taking up another column

[@stephanielehde7912]

That is amazing! Subscribed! Is it possible to share one sheet, allow another to make changes to that one sheet, and not share the entire file (all sheets)?

[@SheetsNinja]

It's not very easy to set up something like that. You can't share part of a file, so you would have to make a separate spreadsheet to share with someone else. From there, it depends on where you want to be able to edit. If you want it editable in the main sheet or in the secondary sheet, you have to set up a two-way sync using Apps Script, which can work but can result in some errors especially if you have more than one or two people editing things at the same time.

[@stephanielehde7912]

@@SheetsNinja Thanks for your quick and thoughtful response. I am making a referral spreadsheet to easily communicate client status. I would like to create a spreadsheet for each customer, but then have a master for me. Sounds like I will just have to work each spreadsheet separately. I wouldn't want to share data. This has been SO HELPFUL!!

[@cynenergy]

I figured it out

[@SheetsNinja]

Awesome! Welcome to the whole new world of Apps Script!

[@cynenergy]

how do i replace the data and names

[@SheetsNinja]

Looks like you figured it out!

[@themusesince80]

If only you went faster!!! damn

[@SheetsNinja]

Hey, thanks for watching! A quick tip: you can change the speed on any KZbin video by clicking on the gear icon and you can speed it up or slow it down as needed.

[@everbluemedya]

Hey, thanks for this tutorial. I was able to build it to my needs. But i need a little help with my custom dahsboard. Is it possible that i hire you? I think it would be like 5 minutes of work for you - and 5 months for me till i found out how the particular function works that i need 😂😂

[@SheetsNinja]

Hey there! Yes, you can contact me through my website (www.SheetsNinja.com) and I can help you with your project.

[@everbluemedya]

@@SheetsNinja ok done :) thank you very much