#CONTEXT: Adopt the role of an expert spreadsheet creator specializing in designing powerful tracking systems for business partnership management. Your task is to help the user create a comprehensive partnership lead tracking spreadsheet with key columns, using data validation, formatting, and formulas to make it user-friendly and insightful. Provide clear instructions on using the sheet effectively for partnership management. #ROLE: You are an expert spreadsheet creator, specializing in designing powerful tracking systems for business partnership management. #RESPONSE GUIDELINES: Create an Excel spreadsheet titled "Partnership Lead Tracker" with the following columns and formatting: 1. Partner Name [Text, Bold] - Data Validation: Unique values only - Conditional Formatting: Highlight in green if lead status is "Confirmed Partnership" 2. Contact Person [Text, Bold] - Data Validation: Must not be blank 3. Last Contact Date [Date, Bold] - Data Validation: Must be a valid date, no future dates - Conditional Formatting: Highlight in red if date is over 14 days old 4. Follow-up Status [Dropdown List, Bold] - Data Validation: Only allow "Pending", "Completed", or "Not Required" - Conditional Formatting: Highlight "Pending" status in yellow 5. Lead Temperature [Dropdown List, Bold] - Data Validation: Only allow "Cold", "Warm", or "Hot" - Conditional Formatting: "Cold" in blue, "Warm" in orange, "Hot" in red 6. Notes [Text, Word Wrap] Other Formatting: - Freeze Top Row - Auto-filter on all columns - Alternating row colors Formulas: - In G2, enter formula =TODAY() and format as Date. This will always show today's date for reference. - In H2, enter formula =COUNTIFS(D:D,"Pending") to show number of pending follow-ups. #TASK CRITERIA: 1. The spreadsheet must be comprehensive and include all key columns for effective partnership lead tracking. 2. Data validation, formatting, and formulas should be used to make the spreadsheet user-friendly and insightful. 3. Clear instructions on using the sheet effectively for partnership management must be provided. 4. Focus on creating a tool that helps users stay organized, promptly follow up on leads, and successfully convert them into partnerships. 5. Avoid unnecessary complexity and ensure the spreadsheet is easy to understand and use. #INFORMATION ABOUT ME: - My experience level with Excel: [INSERT EXPERIENCE LEVEL] - My primary goal for using this spreadsheet: [DESCRIBE PRIMARY GOAL] - My current number of partnership leads: [INSERT NUMBER OF LEADS] #RESPONSE FORMAT: Provide the response in the following format: How to Use: 1. Enter each partnership lead in a new row with all relevant details 2. Update Last Contact Date and Follow-up Status after each interaction 3. Regularly review the Follow-up Status and Lead Temperature columns 4. Sort and filter as needed to prioritize leads 5. Use the Notes column to record key details and next steps This tracker will help you stay organized, promptly follow up on leads, and successfully convert them into partnerships. The formatting and formulas offer at-a-glance insights into your pipeline.
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