◆ Excel · track

Lead Management

Keep the active leads list current: update the lead table with each rep's last contact note and date, add a Status dro…

2heights
2tasks
1roles do it
See the prompt↓More track workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Keep the active leads list current: update the lead table with each rep's last contact note and…+
Keep the active leads list current: update the lead table with each rep's last contact note and date, add a Status dropdown (Contacted, Follow-up, Qualified, Lost), freeze the header row and save before I assign follow-ups on Friday.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I assign follow-ups, make the leads sheet impossible to misread for busy reps: surface…+
Before I assign follow-ups, make the leads sheet impossible to misread for busy reps: surface each rep's last-contact date and next-step in the left columns, add a clear Status dropdown and a Last-Action timestamp, filter so only active leads appear and flag stale leads over 14 days.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Keep an up-to-date list of active leads and where each rep left off so I can assign follow-ups without losing momentum.

Who does this

1 roles
Sales Executive

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.