Lead Follow-Up Tracker
Pinnacle Listing System · Peter Luo
Date
Talked / Total
0/0
🖨 Print
✓ saved
+ Row
🆕 New
💾 Save
📂 Load
📋 Read
➕ Add
🖨 Print
Address
↕
Name
🔍
Phone
Temp
↕
Follow-Up Date
↕
Time
Method
Address
↕
Name
🔍
Phone
Temp
↕
Date
↕
✕
＋ Add Row
Call
Text
Cancel
Lead Detail Card
Full contact & follow-up record
✕
🏠 Contact & Property
First Name
Last Name
Best Time to Reach
— Select —
Morning (9–12)
Afternoon (12–5)
Evening (5–8)
Weekend
Anytime
Full Address
Unit / Apt
Phone
Email
Language
—
English
Mandarin
Cantonese
Other
Years at Address
Property Type
—
Detached
Semi-Detached
Townhouse
Condo
Other
Attitude Toward You
—
Very Warm
Neutral
Skeptical but Engaged
Rushed
Cold
No Answer
🌡 Lead Temperature
🟢 A–Current-Clients
🔥 B–Appointment
🟠 C1–List-In3M
🟡 C2–List-In6M
🌕 C3–List-In12M
📞 D2–Phone-2W
📱 D1–Phone-OB
📧 E2–Email-2W
✉️ E1–Email-OB
⛔ F–Deleted-2B
💬 Conversation Notes
Moving Plans / Timeframe
Reason for Moving
Objections / Concerns
Topics That Resonated
Personal Details to Remember
Neighbour Referrals Mentioned
📊 Seller Signals
Curious about home value
Mentioned a timeframe
Asked about the market
Life event (retirement/divorce)
Kids leaving home
Considering downsizing
Owns other properties
Recently renovated
Mentioned a neighbour selling
📅 Follow-Up Plan
Follow-Up Date
Follow-Up Time
—
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
8:30 PM
9:00 PM
Contact Method
—
Phone Call
Text
Email
Door Knock Again
Mail / Drop-off
Appointment
Item Promised
Follow-Up Hook
📅 Set Reminder in Google Calendar
⭐ Conversation Quality
Rating
★
★
★
★
★
💾 Save to Row
Cancel