Sales Lead Prioritization and Management Template

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In the competitive logistics and supply chain industry, prioritizing sales leads is crucial for maximizing revenue. This template uses the Quadrants method to help you focus on high-value customers and delegate less urgent follow-ups.

By following the step-by-step tasks, you will set up a CRM system, classify leads, develop follow-up strategies, and review progress to ensure that promising deals get the attention they deserve.

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Sales Lead Prioritization and Management for Priority Matrix

Sales Lead Prioritization and Management in Priority Matrix

Prioritize and manage your sales leads to focus on high-value customers and close the most profitable deals first.

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Proposed Tasks

High Impact, Urgent

  • Task 1 due in 1 day: Set up a CRM System
    Set up a new CRM system to effectively track and manage sales leads. ☐ Research and select the best CRM system ☐ Input existing sales leads into the system
  • Task 2 due in 3 days: Classify Existing Leads
    Classify existing leads into the 4 quadrants based on urgency and potential profit. ☐ Analyze each lead ☐ Assign each lead to a quadrant
  • Task 3 due in 1 week: Develop a Follow-up Strategy for Q1 Leads
    Develop an aggressive follow-up strategy for leads in Q1. ☐ Define follow-up steps ☐ Allocate resources
  • Task 4 due in 2 weeks: Initiate Follow-ups for Q1 Leads
    Initiate follow-ups for leads in Q1. ☐ Contact each lead ☐ Track progress
  • Task 5 due in 3 weeks: Review Progress of Q1 Follow-ups
    Review progress of Q1 follow-ups. ☐ Measure results ☐ Adjust strategy if needed
  • Task 12 due in 6 months: Review Overall Progress
    Review overall progress of sales lead management. ☐ Measure results ☐ Adjust strategy if needed

High Impact, Not Urgent

  • Task 6 due in 1 month: Develop a Follow-up Strategy for Q2 Leads
    Develop a long-term follow-up strategy for leads in Q2. ☐ Define follow-up steps ☐ Allocate resources
  • Task 7 due in 6 weeks: Initiate Follow-ups for Q2 Leads
    Initiate follow-ups for leads in Q2. ☐ Contact each lead ☐ Track progress
  • Task 8 due in 2 months: Review Progress of Q2 Follow-ups
    Review progress of Q2 follow-ups. ☐ Measure results ☐ Adjust strategy if needed

Low Impact, Urgent

  • Task 9 due in 3 months: Delegate Follow-ups for Q3 Leads
    Delegate follow-ups for leads in Q3 to junior sales reps or interns. ☐ Assign leads ☐ Track progress
  • Task 10 due in 4 months: Review Progress of Q3 Follow-ups
    Review progress of Q3 follow-ups. ☐ Measure results ☐ Adjust strategy if needed

Low Impact, Not Urgent

  • Task 11 due in 5 months: Assess Q4 Leads
    Assess leads in Q4 to determine if any should be upgraded to a higher quadrant. ☐ Review each lead ☐ Upgrade leads if needed