call log tracker for sales calls and contacts
I need to create a sales call log tracker that would have various categories such as Landfills, Water treatment plant, Waste Management facilities, Plazas, Labpack businesses, industrial parks, & a few others)
I need to keep track of facility name, facility owner, owner/operator name of facility, address, county, contact name, contact phone number, contact email, date called, CICS employee name, notes, services interested in, services needed, follow up needed,action items, status
Ideally we want to have a Master Customer Contact list that will keep track of all our customers and previous jobs but also keep track of potential customers that we have spoken to with notes for future references.
Currently I have a workbook with various sheets that has a sheet for the various categories (Plaza list of contacts, Solid waste management contacts, Landfill contacts, etc)
3 people are making calls off these lists so we need to track who was spoken to and outcome and what needs to be done. How can this be set up easily to add data to while calling etc
I attached a drop box link to the sample work book i have currently that needs to be fixed
I need to create a sales call log tracker that would have various categories such as Landfills, Water treatment plant, Waste Management facilities, Plazas, Labpack businesses, industrial parks, & a few others) I need to keep track of facility name, facility owner, owner/operator name of facility, address, county, contact name, contact phone number, contact email, date called, CICS employee name, notes, services interested in, services needed, follow up needed,action items, statusIdeally we want to have a Master Customer Contact list that will keep track of all our customers and previous jobs but also keep track of potential customers that we have spoken to with notes for future references.Currently I have a workbook with various sheets that has a sheet for the various categories (Plaza list of contacts, Solid waste management contacts, Landfill contacts, etc) 3 people are making calls off these lists so we need to track who was spoken to and outcome and what needs to be done. How can this be set up easily to add data to while calling etcI attached a drop box link to the sample work book i have currently that needs to be fixedhttps://www.dropbox.com/scl/fi/7dnn8hybwicla5c68a4fi/AN-samplle-sales-calls-tracker.xlsx?rlkey=1ll4ahjn4pjg84f75dhslq4q8&st=wdc2hqoc&dl=0 Read More
