Example app with sample data.
Click around; nothing here is saved.
About this template
Customize this
L
Lead Tracker
Sales rep
Signed in as Priya Desai (sample)
View as
Owner
Sales rep
Sales manager
Today
Leads
Follow-ups due
New activity
New lead
Activity log
▾
Activity log
Activity log
3
+
Add activity
Sent the proposal and financing options
Email
Lead
Marisol Vega
Date
Oct 9, 2026
Next step
Call after their board meeting
Intro call, wants an EV charger too
Call
Lead
Keisha Morgan
Date
Oct 4, 2026
Next step
Quote with charger
Signed, install booked
Meeting
Lead
Mei Tanaka
Date
Oct 12, 2026
Next step
—
What happened
Lead
Type
Date
Next step
Sent the proposal and financing options
Marisol Vega
Email
Oct 9, 2026
Call after their board meeting
Intro call, wants an EV charger too
Keisha Morgan
Call
Oct 4, 2026
Quote with charger
Signed, install booked
Mei Tanaka
Meeting
Oct 12, 2026
—