Lead handoff and tracking template between marketing and sales

This is an example of a template that helps hand leads over from marketing to sales in an organized, clear way, without guesswork.

The file makes every lead clear: where they came from, what their status is, who is responsible for them, and what the next step is.

Marketing

The lead

Where they came from

What their status is

Who is responsible for them

What the next step is

Sales

Example

An example of the template

No.	Date	Name	Contact	Source	Current status	Next step	Handoff date	Owner
1	18/06/2025	Walid Mohamed	0912345678	Facebook ad	Needs follow-up	Confirmation call	18/06/2025	Hossam
2	18/06/2025	Fatima Hussein	[email protected]	Showroom visitor	Ready to buy	Send a price quote	18/06/2025	Aisha
3	18/06/2025	Salem Idris	0921123344	Referral from a past customer	Not interested for now	Follow up in two weeks	18/06/2025	Abdulsalam

The columns explained

1
No.
Just a sequence number for ordering.
2
Date
The date of the lead’s first interaction or interest.
3
Name
The lead’s name (optional).
4
Contact
Phone number, WhatsApp, or other.
5
Source
Where did the lead come from? (An ad, a visit, an event, a referral…)
6
Current status
Preset options such as:
NewNeeds follow-upReady to buyNot interested
7
Next step
A call? Sending a quote? An invitation to visit?…
8
Handoff date
The day the lead moved from marketing to sales.
9
Owner
The name of the person on the sales team following up with the lead.