Professional Documents
Culture Documents
CRM Template
CRM Template
CRM Template
[ Your Name ]
Name
Jameson, Bill
Anderson, Jane
Smithers, Joe
Company
Work
Function
Phone
Estimated
Sale
45,000
10,000
4,500
Last
Contact
1/10/2013
1/25/2013
1/27/2013
Next Action
Next
Contact
Lead
Status
Cold
1/29/2013
Warm
2/5/2013
Sample contact log using cell
Active
comments. 2/15/2013
Lead
Source
Referral
Website
Email
Notes
Loves chocolate
http://www.vertex42.com/ExcelTemplates/crm-template.html
Page 2 of 8
CONTACT LOG
[ Your Name ]
Contact
Date
Customer
Purpose
Method
Phone
http://www.vertex42.com/ExcelTemplates/crm-template.html
Notes
This is an example of a note that wraps to a second line. For really
long notes, you could use cell comments.
Page 3 of 8
SALES LOG
[ Your Name ]
Insert Copied Columns to the Left
Date of
Sale
Customer
Amount
$
$
http://www.vertex42.com/ExcelTemplates/crm-template.html
Invoice #
Notes
2342
2343
Page 4 of 8
CONTACT DETAILS
[ Your Name ]
Name
Anderson, Jane
Company
Work
Function
ABC Corp
http://www.vertex42.com/ExcelTemplates/crm-template.html
Phone
Work Email
jsmith@email.com
Address
18119 Shireoak Dr.
City
Canton
ST
MI
Zip
84765
Notes
Loves chocolate
Lead Status
Active
Won
Loss
Cold
Warm
Lead Source
Email
Facebook
LinkedIn
Referral
Website
Newsletter
Date Formats
Days Since Last Contact (<=)
2
5
>5
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.
HELP
http://www.vertex42.com/ExcelTemplates/crm-template.html
REFERENCES
SEE ALSO
SEE ALSO
TIPS
CRM Template
By Vertex42.com
http://www.vertex42.com/ExcelTemplates/crm-template.html