Overview
This template turns a Google Sheet into a functional lead tracker. It captures everything SheetLink Forms writes by default, adds workflow columns for status and owner, and includes a pre-built pivot table for weekly pipeline review. Works well for solo and small-team operations up to about 500 leads per month.
Column layout
Copy this column order into a blank Google Sheet, or let SheetLink Forms create the headers for you on first submission.
| Column | Notes |
|---|---|
| Submission ID | Unique ID written by SheetLink Forms - used for idempotent retries |
| Timestamp | ISO 8601 timestamp in your site's timezone |
| Name | Lead's name from the form |
| Lead's email - the stable join key if you ever migrate | |
| Phone | Optional phone field |
| Message | Freeform message body from the form |
| UTM source | Auto-captured by SheetLinkWP |
| UTM medium | Auto-captured |
| UTM campaign | Auto-captured |
| GCLID | Google Ads click ID, auto-captured |
| Status | Data validation dropdown: New / Contacted / Qualified / Proposal / Won / Lost |
| Owner | Dropdown of team members; blank means unassigned |
| Next step | Freeform text for the agreed next action |
| Follow up date | Date - used for filtered view 'follow-ups due today' |
| Notes | Freeform notes column |
Useful formulas
Paste these into a top-of-sheet summary row or a separate dashboard tab.
=IF(B2="","",TODAY()-INT(B2))=COUNTIFS(N:N,">="&TODAY(),N:N,"<"&TODAY()+1)=COUNTIF(K:K,"Won")/(COUNTA(K2:K)-1)Conditional formatting
- Status column: conditional formatting - green background for 'Won', red for 'Lost', yellow for 'Qualified', light blue for 'Contacted', no color for 'New'.
- Days-since column: red text if value > 14, orange if > 7.
- Freeze the header row plus the Submission ID, Timestamp, Name, and Email columns for easier scrolling.
Pivot table guidance
On a separate tab, build a pivot table with Status as rows and Owner as columns. The cell count shows open pipeline by rep. Add UTM source as a filter to see performance by channel.
Recommended add-ons
- AI Lead Scoring: Adds a score and category column so you know which new rows to work first.
Frequently asked questions
Is the lead tracker template free?
Yes, and there is no email gate. Click Make a copy and the sheet lands in your own Google Drive with eight sample leads you can delete.
What does the Follow-Up Due column do?
It shows DUE when a follow-up date has passed and the lead is still open. Closed and lost leads are ignored, so old dates on finished deals do not nag you.
How is this different from the CRM template?
The lead tracker is deliberately simpler - eight columns, no deal values or pipeline stages. Use it for following up enquiries; use the CRM template when you are managing deals.
Can WordPress forms fill it automatically?
Yes, that is what SheetLinkWP does. The template works fine on its own if you would rather paste leads in by hand.