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  • IC CRM Template Updated 8857

    Uploaded by

    Mann Mann
    9 views4 pages
    This CRM template tracks leads for potential sales projects including the company and contact details, projected sale amount, communication log of contact dates and next actions, and contact information. It contains fields for the company name, contact name and position, web link, projected sale, dates of last and next contact, comments on status of the lead, source of the lead, and full mailing address. The template can be used to create and manage sales leads within a CRM system.

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    IC-CRM-Template-Updated-8857

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    This CRM template tracks leads for potential sales projects including the company and contact details, projected sale amount, communication log of contact dates and next actions, and contact information. It contains fields for the company name, contact name and position, web link, projected sale, dates of last and next contact, comments on status of the lead, source of the lead, and full mailing address. The template can be used to create and manage sales leads within a CRM system.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    9 views4 pages

    IC CRM Template Updated 8857

    Uploaded by

    Mann Mann
    This CRM template tracks leads for potential sales projects including the company and contact details, projected sale amount, communication log of contact dates and next actions, and contact information. It contains fields for the company name, contact name and position, web link, projected sale, dates of last and next contact, comments on status of the lead, source of the lead, and full mailing address. The template can be used to create and manage sales leads within a CRM system.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 4

    CRM TEMPLATE

    LEAD

    COMPANY CONTACT CONTACT PROJECTED


    WEB LINK
    NAME NAME POSITION SALE

    Education Manjinder Singh Owner faceboo.com $50,000

    CLICK HERE TO CREATE


    COMMUNICATION LOG

    DATE OF DATE OF
    NEXT ACTION STATUS OF
    COMMENTS LAST NEXT
    TO TAKE LEAD
    CONTACT CONTACT

    customer intersted but require


    3/15/2024 Call again 3/15/2024 Interested
    time

    TO CREATE THIS TEMPLATE IN SMARTSHEET


    G CONTACT

    SOURCE OF
    EMAIL ADDRESS PHONE FAX
    LEAD

    Facebook mannm855@gmail.com 8847059234 8852365

    T
    CONTACT

    MAILING ADDRESS CITY STATE ZIP COUNTRY

    village Mazari Block Banga NSR Nawanshahr Punjab 144505 India

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