Lead qualificationwithout the spreadsheet.
Qualify inbound leads with a simple form and download a clean CSV ready for your sales pipeline, CRM, and lead distribution.
Inbound Lead Qualification Sheet
Try the template with up to 3 leads
What You'll Collect
Lead Name
StringThe person's name for identification and communication.
Company
StringOrganization or business name for company records.
Email address for contact, communication, and account recovery.
Phone
PhoneAny common layout, like (555) 123-4567, +44 20 7946 0958 or with ext. 89. Letters and numbers with fewer than 7 or more than 15 digits are flagged.
Lead Source
EnumChoose one of: Website, Referral, Social Media, Event, Paid Ads, Organic Search, Outbound, Partner.
Budget Range
StringFree text, exported as the “budget_range” column.
Purchase Timeline
EnumChoose one of: Immediate, 1-3 months, 3-6 months, 6+ months, Undecided.
Decision Maker
BooleanBoolean value indicating the status of this field.
Use Case / Need
StringFree text, exported as the “use_case” column.
Qualification Status
EnumChoose one of: Qualified, Unqualified, Needs Follow-up, Nurture.
Assigned To
StringFree text, exported as the “assigned_to” column.
Next Action
StringFree text, exported as the “next_action” column.
Notes
StringDetailed description or notes about this record.
Need more than three leads?
Qualify up to a thousand leads instead.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when you need to manage larger inbound lead volumes.
Create your own formUp to 1,000 rows
Qualify larger lead volumes without passing spreadsheets around.
Custom fields
Add any lead or qualification information relevant to your sales process.
Validation
Help your team provide complete and consistent lead qualification data.
Reusable forms
Use the same form for every inbound lead and follow-up.
How it works
From lead details to sales pipeline CSV in three steps.
01
Collect
Give your team a simple form to enter lead and qualification information.
02
Qualify
Keep the information structured and make it easier to standardize qualification criteria.
03
Download
Download the completed CSV and use it with your CRM or sales pipeline tools.
Why use a form?
Lead qualification is harder than closing deals.
Sending a spreadsheet and asking your team to fill in lead qualification information can lead to missing fields, inconsistent criteria, and unnecessary back-and-forth.
A structured form gives your team a clearer way to provide the information your sales pipeline needs.
Missing information
Required qualification fields are easier to communicate before the CSV is created.
Inconsistent criteria
Use structured fields and predefined options where appropriate.
Spreadsheet back-and-forth
Collect lead qualification data directly through a simple browser form.
Inbound Lead Qualification Sheet Template
A simple way to qualify and manage your inbound leads
Use this template to collect inbound lead information such as names, company names, email addresses, phone numbers, lead sources, budget ranges, purchase timelines, use cases, and qualification status.
Instead of sending your sales team a spreadsheet and asking them to work out which columns to complete, give them a simple form built around the information your sales pipeline needs.
When they're finished, download the CSV and use it with your CRM, lead management system, or sales pipeline tools.
If you need different fields, additional validation or more than a few rows, create your own Import Builder form and configure it for your workflow.
Need a CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started