Downloadable template
+ video instructions
ClickUp Lead Tracker

Up-level your lead generation with our custom lead tracker template.

Spend your time building connections,
not building lists.

All your leads in one place.

Organize all your lead generation efforts and research in one easy-to-browse list. This lead tracker includes custom fields for tracking a lead's priority, points of contact, goals and struggles, and more!

Use it with your team, lead generation specialist, or use it yourself to keep all your research organized. Plus, keep track of all relationship building efforts by attaching updates as comments on each lead. That way, you always know where the conversation is going and what your leads are interested in.

Quick 60-second setup

All of our templates are easy to use and can be added to your ClickUp workspace in less than 60-seconds. In just a few clicks, you'll have a complete ClickUp workflow to make your business backend a breeze!

Plus, with every template purchase we include our simple video tutorials to share step-by-step instructions plus bonus tips for getting the most out of your purchase.

Designed by a lead generation expert

"As someone that does lead generation on a daily basis and teaches how to sell in the Direct Messages, this lead tracker is a game changer! Before ClickUp, I was using Airtable or Google Sheets (depending on the project).

"I struggled to organize the leads in a way that accurately helped them flow through a funnel. With this ClickUp template, I've been able to cut down the time it takes to organize my leads. Plus, this tracker makes it easier to find a specific lead by searching for keywords! Now I can more easily follow up with leads and see what questions have been asked."



@victoriahboyd |

Requires a paid ClickUp subscription.
What's Included:

An easy-import template for every service-based business:

Customizable lead tracker - a fully customizable ClickUp template for organizing your lead generation.

Video instructions - easy-to-follow video instructions for importing and using your new lead tracker in ClickUp.

Bonus Training: How to articulate your offer for DM sales - A custom training from Victoria Boyd.

Bonus Training: How to recognize the different types of buyers - A custom training from Victoria Boyd.

Contact Information

Contact information

Billing address

I understand that this template is only for use with a paid subscription to ClickUp -- this template will NOT work with the free version of the app.

I understand I will be subscribed to your email list for free resources, tips, and the occasional promotional offer (don't worry, this is a spam-free zone).

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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We heard you liked ClickUp templates...

Special one-time offer, only $35.
Learn how to up-level your client process using ClickUp. This template bundle and mini-course includes 6 ClickUp templates for team handbooks and SOPs, custom client portals, and more!

ClickUp Lead Tracker Template$9

  • Total payment
  • 1xClickUp Lead Tracker Template$9

All prices in USD

Due to the digital nature of this product, refunds are not offered.

Don't have a ClickUp account? Click here to get started with a free or paid account, and up-level your productivity!


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