Simple Lead CRM Tutorial in Google Sheets [FREE TEMPLATE]

[@MargaretKillen]

Best simple CRM I've come across, thanks. I am in a member based organisation so I'll be using it for our membership register rather than sales.

[@SheetsNinja]

Awesome, so glad this was helpful for you!

[@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!

[@cristianomoniz]

Hands down! Super Ninja......only a few steps now I have a free tool to apply in my daily pro life. I REALLY APPRECIATE IT!

[@SheetsNinja]

Awesome! So glad this was helpful!

[@diknarbetancourt]

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

[@SheetsNinja]

Awesome! Glad this was helpful!

[@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"

[@Allknowingkeith]

Thanks. I was using streaks but they started getting out of budget. This is great

[@SheetsNinja]

Glad I could help!

[@Allknowingkeith]

@@SheetsNinja yup. Just finished setting it up. Now I gotta xfer all the data

[@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

[@archkunchev]

Thanks for the good tutorial man!

[@SheetsNinja]

Glad it was helpful!

[@AnnaPröter-f6b]

Hey, thank you for this CRM template. I have a problem with the automation though, can you maybe help me out?

[@SheetsNinja]

What issue are you having?

[@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!

[@ShahbazAli85]

I don’t want other agents to see the leads assigned to a specific agent. How will this work? And how can I use the sheet you shared for real estate management?

[@SheetsNinja]

If you want to keep agent data separate, you have to keep them on completely separate spreadsheets.

[@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!!

[@wilkintelfo4746]

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

[@SheetsNinja]

Awesome, so glad this was helpful!

[@LeadWithAdam]

Yeah this was exactly what I needed. Thanks man!

[@SheetsNinja]

Glad I could help!

[@munazzahjeelani8065]

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

[@SheetsNinja]

Thanks, will do!

[@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?

[@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?

[@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

[@ItaiGary-d3k]

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.

[@ItaiGary-d3k]

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

[@fuzz570]

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

[@SheetsNinja]

Glad I could help

[@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

[@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!

[@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.

[@cynenergy]

how do i replace the data and names

[@SheetsNinja]

Looks like you figured it out!

[@Kickassmotivation7]

Thankyou

[@SheetsNinja]

Awesome! So glad this was helpful!

[@cynenergy]

I figured it out

[@SheetsNinja]

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

[@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.

[@reginaldvincent1743]

Going too fast, should explain how to create step by step

[@LaNippon]

Too fast

[@SheetsNinja]

Thanks for your feedback!