Shilp Labs
WhatsApp
Home›Excel formats›Enquiry follow-up register
Free Excel format

Enquiry follow-up register format in Excel

One list for every enquiry, with one salesperson and one next follow-up date. A missed follow-up turns red.

Download the Excel file.xlsx · 33 KB · 10 columns · no form, no email

What the file looks like

The heading row and the five example rows, as they open in Excel. Under them the file has empty rows that are ready: the lists, the formulas and the colours are already set.

Sheet: Enquiries10 columns
DateNamePhoneSourceNeedHandled byStageNext follow-upLast remarkReason if lost
4 Oct 2026Anil Khurana, Khurana Fabricators98xxx 41207ReferenceMS gate fabrication, 2 gates, FaridabadRahulQuoted9 Oct 2026Quote sent. Will discuss with the partner.
7 Oct 2026Meenakshi Jain97xxx 55018WhatsAppModular wardrobe, 3 bedrooms, NoidaPoojaContacted10 Oct 2026Asked for a site visit on Saturday.
8 Oct 2026Farhan Siddiqui, Siddiqui Tools99xxx 03364PortalDrill bits 6 mm, 500 pcs, AligarhRahulNew10 Oct 2026
28 Sept 2026Sunita Rawat98xxx 77120Walk-inWater purifier for office, 2 units, GurugramPoojaLostBought from a dealer near the office.Bought elsewhere
2 Oct 2026Deepak Chawla, Chawla Caterers96xxx 28841CallSteel serving counters, 4 pcs, DelhiRahulWonOrder confirmed with advance.
Example rows with invented names. On a phone, slide the sheet sideways to see every column.
  • Red row: The follow-up was due and has not been done.
  • Amber row: Follow up today.
  • Green row: Won.

The columns, and what to write in each

  1. Date

    When the enquiry came.

  2. Name

    Person and firm.

  3. Phone

    One row per phone number.

  4. Source

    Where it came from.

    CallWhatsAppPortalReferenceWalk-inAdvertisementWebsite
  5. Need

    Product, quantity and city, in one line.

  6. Handled by

    One salesperson.

  7. Stage

    Pick from the list.

    NewContactedQuotedWonLost
  8. Next follow-up

    A date. Never empty for an open enquiry.

  9. Last remark

    What was said in the last contact.

  10. Reason if lost

    Only when the stage is "Lost".

    PriceTimingBought elsewhereNo replyNot a real buyer

How to keep it

  1. Enter every enquiry the moment it comes, whatever the source: call, WhatsApp, portal, reference, walk-in.
  2. Give it one salesperson. Reply within the hour, with a name and a time.
  3. End every contact with a date in "Next follow-up". "Call after Diwali" goes in as a date.
  4. Each salesperson starts the day with a filter on their own name and follow-ups up to today.
  5. After the last attempt, mark it "Lost" with a reason. Read the reasons together on Friday.
Take the enquiry follow-up register with you

Free to use and to change. No macros, nothing to install.

Download the Excel file
The guide behind this format

Why enquiries go cold, and a follow-up routine your team can keep

Six places where enquiries and leads get lost, an enquiry list with eight columns, and a seven-step follow-up routine that any sales team can keep up.

4 min read

People also look for this as: enquiry register format in Excel · lead follow-up sheet · sales enquiry tracker · lead tracking sheet

When the sheet stops being enough

A sheet works while one or two people keep it. When staff must update from the godown or the road, and reminders must go out by themselves, the same columns become a system. Try it in your browser, without a sign-up.

Enquiry Follow-up: a sample screen of the system

Enquiry Follow-up

Sales & Enquiries

Enquiries from calls, WhatsApp, IndiaMART and your website in one list. Each salesperson sees who to call today, and you see what was missed.

Try the demoFrom ₹25,000Open →
Questions
Is this enquiry follow-up register format free?+

Yes. The download starts at once: no form, no email and no sign-up. Use it and change it for your own business.

Does the file have macros?+

No. It is a plain .xlsx file with dropdown lists, a few formulas and colour rules. There is nothing to install and nothing to switch on.

Why do the example rows show dates around today?+

The five example rows carry dates that move with today, so a file opened next month still shows how a late row looks. Type over the examples or delete them before you start.

Which program do I need to open it?+

It was made for Microsoft Excel on a computer and checked there. Other spreadsheet programs open .xlsx files too, but we have not checked the dropdown lists and the colours in each of them.

Can I change the columns?+

Yes. Rename a column, add your own, or change the choices of a dropdown list (Data, then Data Validation). The "How to use" sheet says what each column is for.

More free Excel formats

Order register format in Excel

One row per order, from the day it is taken to the day the payment falls due. Late orders turn red by themselves.

14 columns.xlsx · 46 KBFree

Stock register format in Excel

An item sheet and a movement sheet. The balance of every item works itself out, and an item at its reorder level says "Order now".

11 columns.xlsx · 63 KBFree

Payment follow-up register format in Excel

One row per unpaid invoice, with the promised date and the next action date. A missed promise turns red.

14 columns.xlsx · 46 KBFree

Quotation register format in Excel

One row per quotation: amount, validity, next follow-up and the reason if it is lost. Quotes about to lapse turn amber.

13 columns.xlsx · 41 KBFree

AMC and renewal register format in Excel

One row per contract or warranty: cover, end date, visits promised and done. Contracts ending in 60 days turn amber.

16 columns.xlsx · 45 KBFree

CA firm compliance tracker in Excel

A client master and a work list: every filing of the month with its data status, work status and who it is pending with.

13 columns.xlsx · 64 KBFree
All Excel formats ›