Page 1 of 16

CRM Template
[ Your Name ]

Name Company Work Phone Email Estimated Last Next Action Next Lead Lead Notes
Jameson, Bill XYZ Plumbing Owner 444-555-6666 xyz@plumber.com $ 45,000 1/10/2013 1/29/2013 Cold Referral
Anderson, Jane ABC Corp Sales Manager 222-656-7890 busl@abccorp.com $ 10,000 1/25/2013 2/5/2013 Warm Website
Smithers, Joe ACME Sample contact
Business Dev.log using cell comments.
111-234-5678 acme@acme.com $ 4,500 1/27/2013 2/15/2013 Active Email Loves chocolate
12/12/2012 - Responded to customer
questions.

10/14/2012 - Details of initial contact.

To hide this comment, right-click on the cell

and select Hide Comment.

Page 1 of 16
 Page 2 of 16

CONTACT LOG
[ Your Name ]

Contact Customer Purpose Method Notes

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

[OPTIONAL]
[OPTIONAL]This
Thisworksheet
worksheetprovides
providesanan
example
example of what you might usefor
of what you might use foraamore
more
detailed
detailedcontact
contactlog.
log.You
Youcan
caninclude
include
important
importantnotes
notesasascell
cellcomments
commentsin inthe
themain
main
CRM
CRM worksheet if keeping this detailedlog
worksheet if keeping this detailed logisis
not
notnecessary.
necessary.

Page 2 of 16
 Page 3 of 16

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

[OPTIONAL]
[OPTIONAL]This
Thisworksheet
worksheetcould
couldbebeused
usedto
to
keep a history of completed sales.
keep a history of completed sales.

[IDEAS
[IDEASfor
forCUSTOMIZATION]:
CUSTOMIZATION]:SalesSalesreports
reports
could
couldbe
begenerated
generatedby bycreating
creatingaaPivot
PivotTable
Table
based
basedononthis
thissales
saleslog.
log.The
TheSUMIF
SUMIFformula
formula
could
couldbe
beused
usedto tocalculate
calculatethe
thetotal
totalsales
salesfor
foraa
specific customer.
specific customer.

Page 3 of 16
 Page 4 of 16

CONTACT DETAILS
[ Julianna ]

Name Company Work Function Phone Work Email Mobile Status Notes
Phone

Ms Serene Tele-Paper (M) Sdn Bhd Training 03-5122 6666 adm@telepaper.com WARM

Ms Esther Teledirect Telecommerce Sdn. Bhd Front desk esther.tay@teledirectasia.com WARM she will forward to the respective person

Kimberly-Clark Regional Services (M) Sdn Bhd 03-7806 8288 17.1- N/A

Sun Ta Toys Sdn. Bhd 06-556 1588

Ms Audrey Scicom (MSC) Berhad HR 03-2162 1088 audrey_yeoh@sicom.com.my COLD 17.1- Asked to email 1st

17.1- She will only response, if she needs

Ms Rita Hidayah Guardian Health And Beauty Sdn. Bhd. Human Resources 03-8071 5657 rita_hidayah@giant.com.my COLD
training
03-8894 3888
Nur Izzati Heriot-Watt University Malaysia Training n.baharuddin@hw.ac.uk ACTIVE 17.1- Asked to email 1st

Ms Angela Nilai University 06-850 2338 17/1- She is busy, ask to call back

Ms Ana Belle Monash University Malaysia Campus Training 03-5514 6000 Malaysia-hr.training.developmeny@monash.edu WARM 17.1- Asked to email 1st

Limkokwing University of Creative Technology  

03-8317 8888 Ext 8821 natasyahh.arbyen@limkokwing.edu.my WARM

Ms Dalwin/ Ms Ang Hui 17/1- S/w Ms Dalwin, she asked to email

Asia Pacific University of Technology & Innovation Corporate Training 03-8996 1000 training@apiit.edu.my
Yee 1st & she will distribute the email

Ms Haizam Cyberjaya University College of Medical Sciences 03-8313 7000

Madam Parachi Vaidya Manipal International University Human Resources 06-798 9200
hr@miu.edu.my

Ms Pauline UCSI University Training 03-9101 8880 paulineliaw@ucsigroup.com.my WARM

Ms Hasanah Perdana University 03-8941 8646 hasanah@perdanauniversity.edu.my

Ms Evelyn WCT Holdings Berhad Training 03-7806 6688 evelyn.teo@wct.my 17/1- She is busy, ask to call back

Ms Izatul Malaysian Reinsurance Berhad Training 03-2096 8000 adilah@mnrb.com.my WARM

Ruskin Hvac Sdn. Bhd. 03-8062 4833

Johnson Matthey Sdn. Bhd 06-799 4934

MEMC Electronic Materials Sdn Bhd  

Ms Hasniza Training 03-7877 3277 wannorhasniza@gw-semi.com 17/1- Still on TNA

Kolej MDIS Malaysia  

Ms Jacklyn Training/ HR 07-207 1718 jaqculine@mdis.edu.my 19/1- Training based in Singapore

Ms Amelia Kelana Jaya Medical Center Training amelia.rasidan@tdmberhad.com.my WARM 19/1- In midst of TNA Planning – Feb
03-7805 2111

Mr Andy CNG Instruments Sdn. Bhd Training 03-5122 6821 sales@cng-instruments.com

Ms Chong Asahi Aero Malaysia SDN BHD Training 03-3122 6523

kychong@asahi-aero.com.my

Ms Diana American Air Filter Manufacturing Sdn. Bhd. Training 03-5039 7777 hr@aafmal.com

Ms Farhana Prestariang Berhad Training 03-2059 7000 farhana@prestariang.com.my WARM

Page 4 of 16
 Page 5 of 16

CONTACT DETAILS
[ Julianna ]

Name Company Work Function Phone Work Email Mobile Status Notes
Phone

Ms Angela Wong Scholle Packaging (Sea) Sdn. Bhd.   Training 03-6142 2839 angela.wong@scholleipn.com

Ms Kathny Chemopharm Sdn Bhd Training 03-7872 6000 kathnycheong@chemopharm.com.my

Ms Azilah Ferco Seating Systems (M) Sdn Bhd Training 03-5191 3233 azilah@fercoseating.com

Ms Noor Salawani Naza Group Of Companies HR 03-2617 7888 noorsalawani@naza.com.my

Filtermation (Mfg) Sdn Bhd  

Ms Fazila HR 03-3149 4100 fazila@nordintech.com

Global Facilities Management Sdn Bhd  

En. Muhammad Iman HR 03-4107 2250 immanuel@globalfm.com.my

Ms Windy Syspex Technologies (M) Sdn Bhd HR 016-557 1768 windy.tan@syspex.com

Ms Brenda EvapTech Asia Pacific Sdn.Bhd. HR 03-8070 7255 blit@evaptech.com

Ms Eng Wansern Foam Industry Sdn. Bhd HR 07-485 9988 hr@wansern.com

Mr Hizam Watson's Personal Care Stores Sdn Bhd Human Resources 603-2143 2386 hizam@watsons.com.my WARM

03-5192 8568
Ms Alice TenCate Geosynthetics Asia Sdn Bhd Human Resources
06-677 1988 ext 253

Ms Lina DK Leather Seats Sdn Bhd Human Resources 03-8064 6600

Zuellig Pharma Sdn Bhd 03-5566 2288

Precision Electroplating Sdn Bhd  

Ms Ayu Human Resources 07-699 2064 nurulidayu13@gmail.com

Ms Prema CED System Sdn. Bhd. HR 07-861 6823 prema@senyueholdings.com

Ms Audrey Yeoh Scicom (MSC) Berhad HR 03-2162 1088 - Already received training information.

Ms Chong Universal Microtech Sdn. Bhd. Human Resources 03-5121 8862 finance@universal-microtech.com

Mr Sanjeev Schaefer Systems International Sdn Bhd Human Resources 07-755 7451

Mycron Steel Berhad  

Ms Shazreen Training 03-5510 6608
shazreeen@mycronsteel.com

Kometsoft (M) Sdn Bhd Training 03-8890 4020 ila@kometsoft.com.my WARM

Ms Ila marzuki@kometsoft.com.my

Touch N Go Training
Ms Rozana trgreg@touchngo.my
Avaxx Corporation (M) Sdn Bhd  
Training 03-5638 3888
Ms Candice Candice.lim@avaxx.com

Sensata Technologies Malaysia Sdn. Bhd. Training 03-5566 6188

Ms Husna P&B Metal Components (Asia) Sdn Bhd   Training 07-360 7000
lukluul.husna@p-and-b.com

Takahata Precision (M) Sdn Bhd Training 03-9074 8877

Ms Hidayu Asahi Industries (M) Sdn. Bhd Training 07-944 1118

kimyamtsb@yahoo.com

Page 5 of 16
 Page 6 of 16

CONTACT DETAILS
[ Julianna ]

Name Company Work Function Phone Work Email Mobile Status Notes
Phone

Ms Cheah Avery Malaysia Sdn Bhd Training 03-77814344

avery@awtxglobal.com.my

Ms Wong B.M.Nagano Industries Sdn Bhd HR 07-2528988

chwong@bmm.com.my

Ms Nadia Eltech Electronics Technology (M) Sdn Bhd HR 07-5992511

nadia.dolzakipi@venture.com.sg

Mr Hadi Ain Medicare Sdn. Bhd HR 09-7743388,

hadi@ainmedicare.com.my

Ms Effa Alpha Active Industries Sdn. Bhd. Training 03-80667763 P/B – Halal training
effalinaahmat@gmail.com

Ms Ayu AV Manufacturing Sdn. Bhd. HR 06-7941072

avmansb@gmail.com

Ms Shamala Beacon International Specialist Centre Sdn. Bhd. HR 03-76207979

shamala.k@beconhospital.com.my

Ms Ida Besfomec Industries Sdn. Bhd. HR 06-5562709

besfomec2509@gmail.com

Bio Molecular Industries Sdn. Bhd. Human Resources 06-7916606

Bio Nice Industry Sdn. Bhd. 07-237 8208

Bioalpha International Sdn. Bhd. Training 03-89251222 To call back

Mr Vengedesh
Ms Jasbir Kaur Biocon Sdn. Bhd. Human Resources 07-560 0000 vengedesh.ramasamy@biocon.comJasbirkaur.sadusingh@biocon.com
Request in-house

Ms Norazlina Biofact Life Sdn. Bhd. Training 06-9872588 hra1@biofactlife.com

En Fahmi Biogene R&D Sdn. Bhd Training 03-80607962 biogenernd@yahoo.com To call back

Ms Roslina Budayatama Corporation Sdn. Bhd Training 06-973 7608 admin@maksiti.com

Ms Priya CCM Duopharma (M) Sdn. Bhd. Training 03-33232759

En Firdaus E-IDAMAN SDN.BHD. Human Resources 04-771 1320 mohdfirdaus@e-idaman.com

Mr Arifin Idaman Pharma Manufacturing Sdn. Bhd. Human Resources 05-3712020 ariffin.si@pharmaniaga.com

Ima Idaman Pharma Manufacturing Sdn. Bhd. Training 04-4213011 ima.sp@pharmaniaga.com

Ms Malar KCK Pharmaceutical Industries Sdn. Bhd. Human Resources 04-6440766 malar@kckpharma.com

Ms Athirah Kotra Pharma (M) Sdn. Bhd. Human Resources 06-3362222 athirah.mohdghazali@kotrapharma.com WARM

Ms Shima Pharmaniaga Lifescience Sdn.Bhd. Training 03-80612006 aminatul@pharmaniaga.com WARM

Pn Mawar Pharmaniaga Manufacturing Berhad Human Resources 03-8925 7880 mawar@pharmaniaga.com

03-5631 5868
Maica Corporation Sdn Bhd  
Ms Lai Human Resources 04-3327 436 jylai@maica.com.my Based in Penang Office

Mr Wong Colgate-Palmolive Malaysia Procurement 03-7965 4488

wong_choon_kit@colpal.com
Deutsche Technoplast
Ms Arifah Human Resources 0 6 282 8688 arifa.ahmad@deutsche-technoplast.com
(M) Sdn Bhd

Page 6 of 16
 Page 7 of 16

CONTACT DETAILS
[ Julianna ]

Name Company Work Function Phone Work Email Mobile Status Notes
Phone

Pn Hafizah SAN MIGUEL YAMAMURA WOVEN PRODUCTS SDN BHD HR 06-232 3898 To call back

Ms Gan SPIRAX SARCO SDN BHD HR 03 5569 9650 huibing.gan@my.spiraxsarco.com

Ms Sin Isuzu Malaysia Sdn Bhd. HR Manager 03-7723 9777 szewan.sin@isuzu.net.my

GEA WESTFALIA SEPARATOR More on Technical, softskills more on

Mr Tinesh Service Manager 603-7804 0807 thinesh.chander@gea.com
(MALAYSIA) SDN BHD technical
TSUBAKI POWER TRANSMISSION
Mr Redzuan HR 603-7859 8585
(MALAYSIA) SDN BHD redzuan@tsubaki.my

Ms Chong JQ BIOTECH SDN BHD HR 085-419321 fy.chong@woodman.com.my

Ms Ifa MYSPATIAL SDN BHD HR 03-87401692

admin@myspatial.com.my

Ms Miran Dewi ORION BIOSAINS SDN BHD HR 03-5879 1711

mniza@oriobiosains.com
DANCOMECH ENGINEERING SDN
Admin & HR 603-5569 2929
BHD sales@dancomech.com.my

Ms Low C.K.C Biopharma Sdn. Bhd. Admin & HR 04-6425577

Puan Yati Darulaman Homeopathic Laboratories (M) Sdn. Bhd. Human Resources 04-9199 044
eraedar@eraedar.com.my

Puan Idayou DKE Inno In Biotech Sdn. Bhd. Human Resources 04-918 9988
idayou@tastiway.com.my

Ms Goh – Manager Dot Green Lifesciences Sdn. Bhd. Admin & HR 03-87233199
goh_ai_chou@yahoo.com

Ms Ng Ecolite Biotech Manufacturing Sdn. Bhd. Admin & HR 07-4850055

xtng@ecolite.com.my

Ms Ida Edmark Industries Sdn. Bhd. HR Admin 03-80752233

Ms Karen Enzyme-Tech Manufacture Sdn. Bhd. HR Admin 03-8925 3507

kghkoa@yahoo.com

Ms Jennie Envirotech Industry Sdn. Bhd. Admin & HR 53511999

jennie@gaharu.com.my

Ms Tan Ferno Industries Sdn. Bhd. Human Resources 03-6156 8871

fernoind.adm@gmail.com

En Arifin Idaman Pharma Manufacturing Sdn. Bhd. Admin & HR 05-3712020 ext 207

Ms Aini Multi Herbs Pharmaceutical (M) Sdn. Bhd. Admin & HR 03-62510780
multiherbs@multiherbs.com

Mr Woon Nam Pharma Sdn. Bhd. Admin & HR 05-2931838

Ms Bavani Rayson Laboratories Sdn. Bhd. Admin & HR 03-6272 0553

bavani@franchworld.com

Mr Ram Reishilab Sdn. Bhd. Admin & HR 03-87232188

info@reishilab.com

Ms. Jo Rhone Ma Malaysia Sdn. Bhd. Admin & HR 03-78737355 Dah communicate with our Hana
jo.tan@rhonema.com WARM

Puan Rohaiza Royce Pharma Manufacturing Sdn. Bhd. Admin & HR 06-7995999
rohaizah.hashim@royce-pharma.com

Mr Andy Sterling Drug (Malaya) Sdn. Bhd. (GSK) HR 03-7495 2600

andy.j.moong@gsk.com

Page 7 of 16
 Page 8 of 16

CONTACT DETAILS
[ Julianna ]

Name Company Work Function Phone Work Email Mobile Status Notes
Phone
Human Resources
Ms Ivyn Lee Steripack Asia Sdn. Bhd. 03-3167 3596 Just email,
Manager ll.lee@steripackgroup.com

Sunward Pharmaceutical Sdn. Bhd. HR Officer 07-2367531

03-51218998/
Ms Cynthia Sunzen Biotech Berhad HR
03-5122 9333

Ms Christina Precision Electroplating Sdn Bhd   HR 03-5882 1860 ON MATERNITY

christina.chong@tof.com.my

Ms Fatinah Tiger Balm (M) Sdn. Bhd. HR 07-3549616 WARM

tigerbalmsb@gmail.com

Mr Chan TJ-TYT Pharmaceuticals (M) Sdn. Bhd. HR 05-3228766/3229508

09-369 2020
Mr Hafizhat TPM Biotech Sdn. Bhd. HR WARM
03-8998 2020/ 3700

TST Bioceutical Sdn. Bhd. HR 05-5292020

Ms Asmidah Xepa-Soul Pattinson (M) Sdn. Bhd. HR Officer 06-335 1515 asmidah@xepasp.com

Ms Fida Q-Pack (M) Sdn. Bhd. Admin & HR 03-5569 2635 hr,info@emark.com.my

Ranbaxy (Malaysia) Sdn. Bhd. 04-4220660

03-89251215
Ms Keri Y.S.P. Industries (M) Sdn. Bhd. Admin & HR sanyw@yspsah.com
03-7727 6390 (DID)

Sudong Sdn Bhd Admin & HR 06-227 7999

Ms Fatin Syarikat Perumahan Hartanah Selangor Admin & HR 03-5524 0233 fatin@phssb.com

Mr Razman Bank rakyat Berhad Latihan 03- 2612 9600 ext 8224 grazman@bankrakyat.com.my Email and cc to his team

ahmad.fazli@bankrakyat.com.my

muhammad.sufir.a@bankrakyat.com.my

Ms Aishah Trans Resources Corporation Sdn Bhd Admin & HR 03-4103 8076
aishahbaharuddin@trc.com.my

Puan Jasmine Sanicare Hygiene Admin & HR 03-5567 0771

jasmine@sanicarehygiene.com

Puan Aiza KPJ Seremban Specialist Hospital Talent Management 06-767 1535 WARM
aizaharifah@kpjseremban.com

Pn Elina KPJ Ampang Puteri Specialist Hospital Talent Management 03 - 42895000

eleena@kpjampang.com

Ms Zawatil Amani KPJ PENANG SPECIALIST HOSPITAL Talent Management 04-548 6688 Ext 2501 WARM
zawatil@kpjpenang.com

Ms Ayu KPJ JOHOR SPECIALIST HOSPITAL Talent Management 07-225 3000 Ext 181 WARM
noridayub@jsh.kpjhealth.com.my

Mr Syakir KPJ Ipoh Specialist Hospital Talent Management 05-2408777 Ext 341
msyakir.myunus@kpjipoh.com

Page 8 of 16
 Page 9 of 16

CONTACT DETAILS
[ Julianna ]

Name Company Work Function Phone Work Email Mobile Status Notes
Phone

Pn Mahfuzah/ Cik Intan KPJ Damansara Specialist Hospital Talent Management 03-7718 1000 Ext 1371
mahpuza@kpjdamansara.comintanzaleha@kpjdamansara.com

Ms Syarafana KPJ Selangor Specialist Hospital Talent Management 03-5543 1111 EXT 3005
nursyarafana@kpjselangor.kpjhealth.com.my
KPJ Kajang Specialist Hospital
Pn Hartini Talent Management 03-8769 2999
hartini@kpjkajang.kpjhealth.com.my
Kedah Medical Centre
Puan Ratna Talent Management 04-730 8878 Ext 8814
ratna.hrkmc@gmail.com
KPJ Tawakkal Specialist Hospital
Ms Ain Talent Management 03 - 4026 7777 WARM - awal bulan 3
syahnorain.m@kpjtawakkal.com
KPJ Puteri Specialist Hospital
Ms Azzuana Talent Management 07 – 225 3222 azzuana@psh.kpjhealth.com.my WARM

Pn Hamizah Kuantan Specialist Hospital/ KPJ Pahang Talent Management 09-567 8588 / hamizahismail.kpjpahang@gmail.com
09-511 2692
KPJ Sentosa KL Specialist Hospital -14/2- They only focused on internal
Ms Saidah Talent Management (03) 4043-7166 Ext 709 saidah.m@kpjsentosa.com
program, insufficient balance on HRDF
Taiping Medical Centre
Ms Rita Talent Management 05-8071049 tmc@tmc.kpjhealth.com.my WARM

Damai Specialist Hospital

Ms Nik Dowi Talent Management nikdowi@dsc.kpjhealth.com.my
088 – 222922
Kuching Specialist Hospital
Ms Norafini Talent Management 082-365 777 afini@ksh.kpjhealth.com.my WARM

Kluang Utama Specialist Hospital

Ms Amy Talent Management 07 - 771 8999 nuramydayana.kush@gmail.com WARM

KPJ Sabah Specialist Hospital

Ms Janet Khoo Talent Management (6088) 211333 hr@smckk.kpjhealth.com.my

Sibu Specialist Medical Centre

Madam Pauline Talent Management 084 - 329900 pauline_koh@kpjsibu.com

KPJ Klang Specialist Hospital

Puan Epah Talent Management 03-33777888 Ext 7943 epahh@kpjklang.com

Sri Manjung Specialist Centre

Madam Lee Ming Ming Talent Management 05-691 8153 smscsbs@gmail.com

KPJ Pasir Gudang Specialist Hospital

Ms Aisyah Talent Management 07-257 3999 naisyah.m@kpjpgsh.com WARM Nursing,

KPJ Rawang Specialist Hospital

Cik Addlin Talent Management 03-6099 8999 addlin@kpjrawang.com

Puan Wahyuna KPJ Bandar Maharani Specialist Hospital Talent Management 06-956 4500 wahyuna@kpjmaharani.com

Ms Ika Pantai Hospital Kuala Lumpur Training Division 03-2296 2537 my.phkl.training@parkwaypantai.com

03-4289 2828
Pn Norhaiza Pantai Hospital Ampang Training Division nurhaiza.zaharrudin@parkwaypantai.com WARM 12/2- Require list of HR
03-4289 2847 DiD
06-231 9999
En Syazwan Pantai Hospital Ayer Keroh Training Division syazwan.suhaimi@parkwaypantai.com WARM 12/2- BLN APRIL 2018
06-232 0150 DID
14/2- Just email the information for her to
Ms Lim Pantai Hospital Batu Pahat Training Division 07-433 8811 tenglian.lim@parkwaywaypantai.com WARM
review

Ms Hazimah Pantai Hospital Cheras Training Division 0 3 91452812 hazimah@pcmc.com.my WARM

Ms Kamala Pantai Hospital Ipoh Training Division 05-540 5555 kamalambigai.guna@parkwaypantai.com WARM 14/2- Require list of HR

14/2- Just email the information for hIM

Ms Damien Pantai Hospital Klang Training Division 03-3258 5500 my.phk.info@parkwaypantai.com WARM
to review

Page 9 of 16
 Page 10 of 16

CONTACT DETAILS
[ Julianna ]

Name Company Work Function Phone Work Email Mobile Status Notes
Phone
14/2- Just email the information for her to
Ms Sakinah Pantai Hospital Manjung Training Division 05-689 8555 nursakinah.hashim@parkwaypantai.com WARM
review
14/2- Just email the information for her to
Ms Juma Pantai Hospital Penang Training Division 04-643 3888 juma@pantaipg.com.my
review

Ms Wallah Pantai Hospital Sungai Petani Training Division 04-442 8888 wallah.charon@phsp.com.my WARM 14/2-Based on HQ instruction

Victual Industries Sdn Bhd  

Human Resources 03-8060 0498

Page 10 of 16
 Lead Status Lead Source Date Formats
Active Email Days Since Last Contact (<=)
Won Facebook 2
Loss LinkedIn 5
Cold Referral >5 Update
Updatethe theLead
LeadStatus
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and
to
tochange
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lists
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5 to
to change the settingsused
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columns
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Update
Updatethe theLead
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andLead
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Sourcelists
lists
o change
to changewhat
whatshows
showsup
upin
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drop-down
ists
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inthe
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worksheet.

dit the
Edit thevalues
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o change the settings used to conditionally
to change the settings used to conditionally
ormat the
format theLast
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andNext
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Contact
olumns in the CRM worksheet.
columns in the CRM worksheet.
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