An app to manage and update sales leads. Cool features include dashboard view, charts, status indicator, actions, and workflows.
Function: Sales & CRM
The Lead Tracking app lets members of a team enter and track different leads for their business. You can add a new lead and enter all information that matters. Fields we included in the lead form are Date, Customer Email, Lead Type, Lead Source, Lead Region, Potential Opportunity, Chance of Sales etc. This is very useful to keep track of what opportunities are available for a team and the likelihood of closing those opportunities. The app has a dashboard view where users can see customer follow up records, leads by priority, and latest progress. Dashboard view works better in full screen and table mode. The app includes two charts that show leads by region and by month. These charts are useful to team managers to see how their region is performing and to sellers to see the value of opportunities in the upcoming months. The Leads by Priority view lists the opportunities by company, ranked by High Priority Lead in dollar value. Multiple followups may be added to each lead.
Also see: tablet mode & fullscreen mode
How we built this app
1. You can make a multiple choice question with buttons or drop-down menus by going to Editor > Data > Column Structure and then identifying the column where you want multiple selections. Change the type of this column to ENUM (single choice) to build the drop-down list. Click on the edit button to add the values in the enumeration. AppSheet will show elements as buttons instead of a drop-down if that option is chosen. 2. To add charts, go to Editor > UX > Views and then add a new view. Add a new view and give it a name and select a position. AppSheet only fits three icons in the bottom section of the app, any additional views go in "Menu". For View Type Chart, you will need to point to a data column, or AppSheet will identify a column with numeric data to display. For charts, type gives you different types of charts to display. In this app, we chose Histogram to show the number of opportunities in a given month, but you can play with the different options to produce the charts you need. 3. The App also demonstrates the use of Dependent Dropdowns via Valid_If column constraints. The 'Lead Region' and 'Lead Country' column definitions use Valid_If constraints to limit their values based on data in a separate Regions table. Notice that when a specific region is chosen, the allowed values for the country change to reflect the chosen region. 4. For each new lead, multiple follow ups may be added referencing same lead by clicking on New. These are listed below the main lead Detail view as Lead Follow Ups. There is also another related view called Latest Progress which is the most recently added follow up for each lead. Latest progress is obtained by using a MAX app formula in a virtual column Last Date in the Follow Up table. 5. Slices are used to make a Follow Up table with no adds and a progress view of only the latest leads. 6. Actions are used for Finish Time and to go to another view. 7. Show If is used to hide the Finish Time column if it is blank. When the Follow Up form is saved, the Finish Time Action places the time in the Finish Time column and the column is then displayed. 8. A workflow email is sent out to the lead contact thanking them for their enquiry when a new lead is added to the Leads table. 9. The Dashboard view is made up of 4 views that can be used in full screen and table mode to view them all at the same time.
This is a preview of the data sets used in the app.
This is a high-level model of both the data entities and the UI elements in the app.