Page 1 of 10

CRM Template
[ Your Name ]
Name
Jameson, Bill &n$erson, Jane (mi-.ers, Joe

Company

Work Function

Phone

Email

Estimated Sale
$45,000 $10,000 $4,500

ast Contact
1/10/ 01! 1/ 5/ 01! 1/ */ 01!

Ne!t "ction

Ne!t Contact
1/ "/ 01!

ead Status
#ol$

ead Source
%eferral ,ebsi-e /mail

Notes

XYZ Plumbing Owner &B# #or' &#)/

444-555-6666 xyz@plumber.com (ales )anager -656-*+"0 busl@abccorp.com Business 0e12 111- !4-56*+ acme@acme.com

/5/ 01! ,arm Sample contact log using cell comments. /15/ 01! &3-i1e
12/12/2012 - Responded to customer questions. 10/14/2012 etails o! initial contact.

4o1es 3.o3ola-e

"o #ide t#is comment$ rig#t-clic% on t#e cell and select &ide 'omment.

Page

of 10

C#NT"CT #$
[ Your Name ]
Contact %ate
1/1+/ 01! 1/1+/ 01!

Customer
(mi-.ers, Joe &n$erson, Jane

Purpose

Method
P.one /mail

Notes
5.is is an e6am'le of a no-e -.a- wra's -o a se3on$ line2 7or reall8 long no-es, 8ou 3oul$ use 3ell 3ommen-s2

9OP5:O;&4< 9OP5:O;&4<5.is 5.iswor=s.eewor=s.ee-'ro1i$es 'ro1i$esan an e6am'le of w.a8ou mig.use e6am'le of w.a- 8ou mig.- usefor fora amore more $e-aile$ $e-aile$3on-a33on-a3-log2 log2You You3an 3anin3lu$e in3lu$e im'or-anim'or-an-no-es no-esas as3ell 3ell3ommen-s 3ommen-sin in-.e -.e main main#%) #%)wor=s.eewor=s.ee-if if=ee'ing =ee'ing-.is -.is $e-aile$ $e-aile$log logis isnono-ne3essar82 ne3essar82

Page ! of 10

S" ES #$
[ Your Name ]
Insert Copied Columns to the Left

%ate o* Sale

Customer

"mount
$4,500 $ ,500

&tem ' Product ' Ser(ice

Pro$u3- &B# :ns-alla-ion

&n(oice )
!4 !4!

Notes

1/1+/ 01! (mi-.ers, Joe /4/ 01! &n$erson, Jane

9OP5:O;&4< 9OP5:O;&4<5.is 5.iswor=s.eewor=s.ee-3oul$ 3oul$be beuse$ use$ -o =ee' a .is-or8 of 3om'le-e$ sales2 -o =ee' a .is-or8 of 3om'le-e$ sales2 9:0/&( 9:0/&(for for#>(5O):Z&5:O;<? #>(5O):Z&5:O;<?(ales (alesre'or-s re'or-s 3oul$ 3oul$be begenera-e$ genera-e$b8 b83rea-ing 3rea-inga aPi1oPi1o5able 5ablebase$ base$on on-.is -.issales saleslog2 log25.e 5.e(>):7 (>):7 formula formula3oul$ 3oul$be beuse$ use$-o -o3al3ula-e 3al3ula-e-.e -.e-o-al -o-al sales for a s'e3ifi3 3us-omer2 sales for a s'e3ifi3 3us-omer2

Page 4 of 10

C#NT"CT %ET"& S
[ Your Name ]
Name
&n$erson, Jane

Company
&B# #or'

Work Function

Phone

Work Email

Mo,ile Phone

Personal Email
(smit#@email.com

"ddress
1+11" (.ireoa= 0r2

City
#an-on

ST
):

+ip
+4*65

Notes
4o1es 3.o3ola-e

-656-*+"0 busl@abccorp.com 111-111-1111

9OP5:O;&4< 9OP5:O;&4<5.is 5.iswor=s.eewor=s.ee-is isfor fors-oring s-oringmore more$e-aile$ $e-aile$3on-a33on-a3informa-ion informa-ionabouabou-8our 8our3lien-s2 3lien-s2 9:0/&( 9:0/&(for for#>(5O):Z&5:O;<? #>(5O):Z&5:O;<?(ome (omeof of-.e -.e3olumns 3olumnsin in-.e -.e#%) #%) wor=s.eewor=s.ee-3oul$ 3oul$be beau-oma-i3all8 au-oma-i3all8fille$ fille$b8 b8referring referring-o -o-.is -.is$a-a $a-a -able 22 -ableusing using@4OOA>P @4OOA>P

ead Status
&3-i1e ,on 4oss #ol$ ,arm

ead Source
/mail 7a3eboo= 4in=e$:n %eferral ,ebsi-e ;ewsle--er

%ate Formats
%ays Since ast Contact -./0 5 B5 %ays 1ntil Ne!t "ction -2/0 10 5 C5

>'$a-e >'$a-e-.e -.e4ea$ 4ea$(-a-us (-a-usan$ an lis-s -o 3.ange w.alis-s -o 3.ange w.a-s.ows s.ows $own $ownlis-s lis-sin in-.e -.e#%) #%)wor=s wor=

/$i/$i--.e -.e1alues 1aluesin in-.e -.egreen gree 3ells -o 3.ange -.e 3ells -o 3.ange -.ese--ings se--ing 3on$i-ionall8 3on$i-ionall8formaforma--.e -.e4a 4a ;e6;e6-#on-a3#on-a3-3olumns 3olumnsin in-. -. wor=s.ee-2 wor=s.ee-2

>'$a-e >'$a-e-.e -.e4ea$ 4ea$(-a-us (-a-usan$ an$4ea$ 4ea$(our3e (our3e lis-s -o 3.ange w.as.ows u' lis-s -o 3.ange w.a- s.ows u'in in-.e -.e$ro'$ro'$own $ownlis-s lis-sin in-.e -.e#%) #%)wor=s.ee-2 wor=s.ee-2 /$i/$i--.e -.e1alues 1aluesin in-.e -.egreen greenan$ an$8ellow 8ellow 3ells -o 3.ange -.e se--ings use$ 3ells -o 3.ange -.e se--ings use$-o -o 3on$i-ionall8 3on$i-ionall8formaforma--.e -.e4as4as-#on-a3#on-a3-an$ an$ ;e6;e6-#on-a3#on-a3-3olumns 3olumnsin in-.e -.e#%) #%) wor=s.ee-2 wor=s.ee-2

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