Page 1 of 10

CRM Template
[ Your Name ]
Name

Company

Work
Function

Phone

Email

444-555-6666 xyz@plumber.com
Sales Manager 222-656-7890 busl@abccorp.com
Business Dev. 111-234-5678 acme@acme.com

Estimated
Sale

Last
Contact

Jameson, Bill

XYZ Plumbing Owner

45,000

1/10/2013

Anderson, Jane
Smithers, Joe

ABC Corp
ACME

$
$

10,000
4,500

1/25/2013
1/27/2013

Next Action

Next
Contact
1/29/2013

2/5/2013
Sample contact log using cell
comments.
2/15/2013

Lead
Status

Lead
Source

Cold

Referral

Warm
Active

Website
Email

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.

Notes

Loves chocolate

Page 2 of 10

CONTACT LOG
[ Your Name ]
Contact
Date

Customer

Purpose

Method

1/18/2013

Smithers, Joe

Phone

1/18/2013

Anderson, Jane

Email

Notes
This is an example of a note that wraps to a second line. For really
long notes, you could use cell comments.

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

Page 3 of 10

SALES LOG
[ Your Name ]
Insert Copied Columns to the Left

Date of
Sale

Customer

1/18/2013 Smithers, Joe

2/4/2013 Anderson, Jane

Amount
$
$

4,500
2,500

Item / Product / Service

Product ABC
Installation

[OPTIONAL]
[OPTIONAL]This
Thisworksheet
worksheetcould
couldbe
beused
usedto
to
keep
keepaahistory
historyof
ofcompleted
completedsales.
sales.
[IDEAS
[IDEASfor
forCUSTOMIZATION]:
CUSTOMIZATION]:Sales
Salesreports
reports
could
be
generated
by
creating
could be generated by creatingaaPivot
PivotTable
Table
based
basedon
onthis
thissales
saleslog.
log.The
TheSUMIF
SUMIFformula
formula
could
couldbe
beused
usedto
tocalculate
calculatethe
thetotal
totalsales
salesfor
foraa
specific
specificcustomer.
customer.

Invoice #
2342
2343

Notes

Page 4 of 10

CONTACT DETAILS
[ Your Name ]
Name
Anderson, Jane

Company
ABC Corp

Work
Function

Phone

Work Email

Mobile
Phone

222-656-7890 busl@abccorp.com 111-111-1111

[OPTIONAL]
[OPTIONAL]This
Thisworksheet
worksheetisisfor
forstoring
storingmore
moredetailed
detailedcontact
contact
information
informationabout
aboutyour
yourclients.
clients.
[IDEAS
[IDEASfor
forCUSTOMIZATION]:
CUSTOMIZATION]:Some
Someof
ofthe
thecolumns
columnsin
inthe
theCRM
CRM
worksheet
worksheetcould
couldbe
beautomatically
automaticallyfilled
filledby
byreferring
referringto
tothis
thisdata
data
table
tableusing
usingVLOOKUP.
VLOOKUP.

Personal Email
jsmith@email.com

Address
18119 Shireoak Dr.

City
Canton

ST
MI

Zip
84765

Notes
Loves chocolate

Lead Status
Active
Won
Loss
Cold
Warm

Lead Source
Email
Facebook
LinkedIn
Referral
Website
Newsletter

Date Formats
Days Since Last Contact (<=)
2
5
>5
Days Until Next Action (>=)
10
5
<5

Update
Updatethe
theLead
LeadStatus
Statusand
and
to
change
what
shows
to change what showsup
upin
in
lists
listsin
inthe
theCRM
CRMworksheet.
worksheet.

Edit
Editthe
thevalues
valuesin
inthe
thegreen
green
to
tochange
changethe
thesettings
settingsused
usedt
format
formatthe
theLast
LastContact
Contactand
and
columns
columnsin
inthe
theCRM
CRMworkshe
workshe

Update
Updatethe
theLead
LeadStatus
Statusand
andLead
LeadSource
Sourcelists
lists
o
change
what
shows
up
in
the
drop-down
to change what shows up in the drop-down
ists
listsin
inthe
theCRM
CRMworksheet.
worksheet.

dit the
Edit
thevalues
valuesin
inthe
thegreen
greenand
andyellow
yellowcells
cells
o change
to
changethe
thesettings
settingsused
usedto
toconditionally
conditionally
ormat the
format
theLast
LastContact
Contactand
andNext
NextContact
Contact
olumns in
columns
inthe
theCRM
CRMworksheet.
worksheet.

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