Lead Tracking
Also called: sales lead tracking, tracking leads
Lead tracking is the practice of recording every interaction with a lead — calls, emails, DMs, meetings — alongside the lead's current pipeline status, so a salesperson always knows where every deal stands.
Why it matters
Without lead tracking, two reps end up calling the same lead, follow-ups get forgotten, and managers can't see why a deal stalled. Lead tracking gives every lead a history (who touched it, when, what was said) and a current state (status, temperature, next action). It's the difference between guessing and knowing.
Example
A lead replied to your quote two days ago but never picked up the phone. Lead tracking shows: status `quoted`, last touch `email reply 2d ago`, next follow-up `today`, temperature `warm`. You know exactly where to start.
How Lead Sorted handles it
In Lead Sorted, every lead has a status, temperature, and a chronological log of touches. Logging a touch (call, email, DM, voicemail, SMS) records the channel and a note, then prompts you for the next follow-up date. The Today queue surfaces every lead currently due.
Related terms
Want to put this into practice?
Lead Sorted is the lightweight workspace built around concepts like lead tracking. Free demo, no card, 14-day trial on every paid plan.