Template
Lead Tracking
Collect new lead details and analyze source trends
Industry:
n/a
Function:
Sales & CRM
Manage your sales leads using this customizable app. See this sample app in action, copy & customize to get started managing your sales leads with this app.
The Lead Tracking app lets members of a team enter and track different leads for their business. With the app, you can add a new lead by adding new information in the Leads tab. You can add contact information and lead value information. This is very useful to keep quick tabs on what opportunities are available for a team and the likelihood of closing those opportunities.
The app also includes two charts that show leads by region and by month. These charts are useful to team managers to see how their region is performing and to sellers to see the value of opportunities in the upcoming months.
The Leads view lists the opportunities by organization, with one opportunity per organization. With a few tweaks to the app, you can build a lead tracker that can add multiple opportunities to the same organization.
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Also see:
tablet mode & fullscreen mode
How we built this app
Level: Basic
We made this app in under 30 minutes by defining a simple spreadsheet that would capture the important columns for the app. Each row in the spreadsheet is a different organization and the app only uses a single tab. Here are some tips for building an app like this one:
1. You can make a multiple choice question with buttons or drop-down menus by going to Advanced Editor > Data > Column Structure and then identifying the column where you want multiple selections. Change the type of this column to ENUM (single choice) or ENUMLIST (multiple choice) to build the drop-down list. Click on the edit button to add the values in the enumeration. AppSheet will show up to 4 elements as buttons instead of a drop-down if they fit in the width of the user screen.
2. To add charts, go to Advanced Editor > UX > Controls and then add a new view. In the Basic Editor, simply click in UX and you'll see the tool to add controls. Add a new view and give it a name and select a position. AppSheet only fits three icons in the bottom section of the app, any additional views go in "Menu". For Action, select Chart, you will need to point to a data column, or AppSheet will identify a column with numeric data to display. For charts, action type gives you different types of charts to display. In this app, we chose Histogram to show the number of opportunities in a given month, but you can play with the different options to produce the charts you need.
The App also demonstrates the use of Dependent Dropdowns via Valid_If column constraints. The 'Lead Region' and 'Lead Country' column definitions use Valid_If constraints to limit their values based on data in a separate Regions table. Notice that when a specific region is chosen, the allowed values for the country change to reflect the chosen region.
This is a preview of the data sets used in the app.
Data
This is a high-level model of both the data entities and the UI elements in the app.
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