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CRM Template for Sales Tracking

This document contains templates and instructions for a customer relationship management (CRM) system, including templates for a CRM worksheet, contact log, sales log, and contact details. It provides instructions to update dropdown lists for lead status and source, and settings to conditionally format dates in the CRM based on days since/until contact.

Uploaded by

Fajar Tobing
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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248 views6 pages

CRM Template for Sales Tracking

This document contains templates and instructions for a customer relationship management (CRM) system, including templates for a CRM worksheet, contact log, sales log, and contact details. It provides instructions to update dropdown lists for lead status and source, and settings to conditionally format dates in the CRM based on days since/until contact.

Uploaded by

Fajar Tobing
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd

CRM Template

[ Your Name ]

Name Company Work Phone Email Estimated Last Next Action Next Lead Lead Notes
Function Sale Contact Contact Status Source
Jameson, Bill XYZ Plumbing Owner 444-555-6666 xyz@[Link] $ 45,000 1/10/2013 1/29/2013 Cold Referral
Anderson, Jane ABC Corp Sales Manager 222-656-7890 busl@[Link] $ 10,000 1/25/2013 2/5/2013 Warm Website
Smithers, Joe ACME Business Dev. 111-234-5678 acme@[Link] $ 4,500 1/27/2013 2/15/2013 Active Email Loves chocolate
CONTACT LOG
[ Your Name ]

Contact Customer Purpose Method Notes


Date
1/18/2013 Smithers, Joe Phone This is an example of a note that wraps to a second line. For really
long notes, you could use cell comments.

1/18/2013 Anderson, Jane Email


SALES LOG
[ Your Name ]
← Insert Copied Columns to the Left
Date of Customer Amount Item / Product / Service Invoice # Notes
Sale
1/18/2013 Smithers, Joe $ 4,500 Product ABC 2342
2/4/2013 Anderson, Jane $ 2,500 Installation 2343
CONTACT DETAILS
[ Your Name ]

Name Company Work Phone Work Email Mobile Personal Email Address City ST Zip Notes
Function Phone
Anderson, Jane ABC Corp 222-656-7890 busl@[Link] 111-111-1111 jsmith@[Link] 18119 Shireoak Dr. Canton MI 84765 Loves chocolate
Lead Status Lead Source Date Formats

Active Email Days Since Last Contact (<=)


Won Facebook 2
Loss LinkedIn 5
Cold Referral >5
Warm Website
Newsletter Days Until Next Action (>=)
10
5
<5
INSTRUCTIONS:
Update the Lead Status and Lead Source lists to change
what shows up in the drop-down lists in the CRM worksheet.

Edit the values in the green and yellow cells to change the
settings used to conditionally format the Last Contact
and Next Contact columns in the CRM worksheet.

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