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S Ashok Kumar

Customers Company Work Phone Email Estimated Last Next Action Next Lead Status Lead Notes
Function Sale Contact Contact Source
Jameson, Bill XYZ Plumbing Owner 444-555-6666 xyz@plumber.com $ 45,000 5/5/2020 5/29/2020 ❄ Cold Referral
Anderson, Jane ABC Corp Sales Manager 222-656-7890 busl@abccorp.com $ 10,000 5/25/2020 6/5/2020 ♨ Warm Website
Smithers, Joe ACME Business Dev. 111-234-5678 acme@acme.com $ 4,500 5/27/2020 6/15/2020 🔥 Hot Email Loves chocolate

Sample contact log using cell notes. Shortcut to add or

edit a note: SHIFT+F2

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 Commen

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S Ashok Kumar

Customers Company Work Phone Email Estimated Last Next Action Next Lead Status Lead Notes
Function Sale Contact Contact Source

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S Ashok Kumar

Customers Company Work Phone Email Estimated Last Next Action Next Lead Status Lead Notes
Function Sale Contact Contact Source

- - - -
- - - -
- - - -
- - - -
- - - -
- - - -

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S Ashok Kumar

Customers Company Work Phone Email Estimated Last Next Action Next Lead Status Lead Notes
Function Sale Contact Contact Source
- - - -
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CONTACT LOG
[ Your Name ]

Contact Contact Customer Purpose Method Notes

Date Time
This is an example of a note that wraps to a second line. For really
5/18/2020 10:30 AM Smithers, Joe Planned Follow-up Phone long notes, you could use cell comments.
5/18/2020 11:15 AM Anderson, Jane Request by Customer Email

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SALES LOG
[ Your Name ]
← Insert Columns to the Left
Date of Sale Customer Amount Item / Product / Service Invoice # Notes

5/18/2020 Smithers, Joe $ 4,500 Product ABC 2342

5/4/2020 Anderson, Jane $ 2,500 Installation 2343

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CONTACT DETAILS
[ Your Name ]

Name Company Work Phone Work Email Mobile Phone Personal Email Address City ST Zip Notes
Function
XYZ
Jameson, Bill Owner 444-555-6666 xyz@plumber.com 111-111-1111 bjames@email.com 321 Someplace Dr. City ST 11111 Loves chocolate
Plumbing
Anderson, Jane ABC Corp Sales Manager 222-656-7890 busl@abccorp.com 111-111-1111
Smithers, Joe ACME Business Dev. 111-234-5678 acme@acme.com 111-111-1111

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 Lead Status Lead Source Date Formats

Active Email Days Since Last Contact (<=)

👍 Won Facebook 2
👎 Loss LinkedIn 5
❄ Cold Referral >5
♨ Warm Website
🔥 Hot Newsletter Days Until Next Action (>=)
Social 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.

The Cold/WarmHot status cells use conditional formatting. If change

these, you'll also need to update the conditional formatting rules.
HELP

About This Template

A critical feature of any CRM system is to track communications with
customers, plan follow-up contacts, update the lead status, and after gaining a
customer, schedule future communication that will help you keep them as a
customer. Tracking sales is also an important part of CRM.

The CRM template provides a starting point for people looking for an Excel-based
CRM solution. It is designed to be easy to customize (limited only by your
knowledge of Excel).

INSTRUCTIONS: Below the table in each worksheet are instructions for using and
customizing that specific worksheet.

Additional Help
The link at the top of this worksheet will take you to the web page on
vertex42.com that talks about this template.

Related Templates and Resources

► More Business Templates

► Favorite Excel Keyboard Shortcuts

► How to Use Conditional Formatting in Excel

► How to Use SUMIF and COUNTIF in Excel

CRM Template

By Vertex42.com
https://www.vertex42.com/ExcelTemplates/crm-template.html

© 2013-2022 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a

copyrighted work under the United States and other copyright laws.

Do not submit copies or modifications of this template to any website or

online template gallery.

Please review the following license agreement to learn how you may or
may not use this template. Thank you.

License Agreement
https://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet