Lead Management

Sales leads tracked in spreadsheets, personal inboxes, or disconnected CRM tools give sales teams an unreliable picture of pipeline health. Lead source information is lost. Communication preferences are not recorded. Follow-up events are not linked to the lead record. Deal value and probability estimates live in someone's head rather than in a searchable system. And when a lead is handed off between account managers, the full history of that relationship rarely transfers with it.

The Lead Management template for SharePoint, built with Infowise Ultimate Forms, provides a structured lead record that captures everything needed to qualify, assign, nurture, and track a sales lead — from initial contact details and source information through to deal value, probability, communication consent, and a linked sub-list of follow-up events — all inside SharePoint.

How it works

Contact and company details

The lead record captures the full contact profile — last name, first name, job title, company, industry, business phone, mobile number, email address, full mailing address, fax number, and web page. This comprehensive contact capture ensures that every lead record contains the information needed to reach the contact through any channel, without having to search multiple systems or ask the account manager who owns the relationship.

Lead source and product line

The form captures how the lead was obtained — with a source field for the channel type and a dedicated source event field for conferences, tradeshows, or other specific events where the lead was generated. This structured source tracking enables the sales and marketing teams to measure which channels and events are generating the highest-quality leads over time. The product line field links the lead to the specific offering they have expressed interest in, providing context for the account manager from the first point of contact.

Communication consent

The record includes explicit consent flags for phone and email communication — confirming whether the lead has agreed to receive sales calls and promotional emails. Capturing consent in a structured field within the lead record ensures that the sales team has a documented basis for outreach and that communication preferences are respected throughout the nurture process.

Deal qualification and pipeline data

The record captures the account manager assigned to the lead alongside the lead's level of maturity, estimated deal value, and probability of conversion. These structured qualification fields give sales leadership a consistent basis for pipeline reporting and forecasting — replacing the informal assessments that typically live only in the account manager's judgment.

Follow-up event tracking

A linked sub-list of events is associated with each lead record, allowing the sales team to log every touchpoint — calls, emails, meetings, and demos — directly against the lead. The record displays the total number of events, the number of overdue events, and the closure date, giving managers immediate visibility into how actively a lead is being nurtured and whether follow-up is falling behind.

What you get

• A comprehensive lead record capturing full contact details, company, industry, job title, and all contact methods
• Lead source and source event tracking for channel and event effectiveness measurement
• Communication consent flags for phone and email documented within the lead record
• Deal qualification columns — level, value, and probability — providing consistent pipeline data for forecasting
• Account manager assignment and lead status tracking
• A linked event sub-list capturing every touchpoint with total, overdue, and closed event counts
• Every lead stored as a structured, searchable record in a standard SharePoint list
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Lead Management system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All lead records, event history, and qualification data stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.