I need a Google Sheets workbook that tracks calls and leads into our business.
There will be a master list workbook, and a separate workbook for each Lead Source.
I need a master list where all of the information for every call ("lead") is found. When entering a lead onto the master list, the employee will choose from a drop down box which Lead Source that lead came from (Billboard, AdWords, Website, etc).
I need the information from that row on the master sheet to auto-populate and auto-update onto the workbook for whichever Lead Source is chosen.
So for instance, if John Smith calls in and is from Lead Source 1....
He would be listed on the master list as John Smith with all of his other information. Once "Lead Source 1" is chosen as his Lead Source, his entire row of information auto-populates onto a separate Lead Source 1 workbook. When we update information on the master list for John Smith, it automatically updates on the Lead Source 1 workbook as well.
We would need an easy ROI formula for tracking on each separate Lead Source workbook so we can figure out what works and what doesn't.
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