Gathering Contact Information

When having conversations with potential suppliers or customers, it is important to collect as

much contact information from them as possible. Use the worksheet on the following page to
keep track of their contact details, order information, and the times and dates of your
conversations. Keeping accurate and detailed records of your contacts will help you to
organize your business efficiently.

2012 HP LIFE. All rights reserved. Page 1 of 2


Contact Information Worksheet
First Name __________________________
Last Name __________________________
Position ____________________________
Company ___________________________
Address ____________________________
City, State Zip ________________________
Phone ______________________________
Fax ________________________________
Cell ________________________________
Email ______________________________
Best way to contact
e-mail cell office home
Other Information
Interests ____________________________
____________________________________
Notes
____________________________________
____________________________________
____________________________________
____________________________________
2012 HP LIFE. All rights reserved.
Managing Contact Information
Order history
Order Date
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
Call log
Description Date
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
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