Page 1 of 11

Oratree Solutions Pvt. Ltd.

Name Phone Email-ID Qualification Address Course Estimate Remarks Last Next Action Next Lead Status Lead Notes
Fee Contact Contact Source
AMRIT 8770545003 amrit00257@gmail.com UTTAM NAGAR Oracle SCM CENTER IS FAR FROM HIS LOCATION SO NOT INTERESTED BUT STILL WANT CONTENTS AND DETAILS 18-Nov-17 WANT CONTENT 11/21/2017 Cold Sulekha
Micheal Pani 9582894821 michael.pani@mmtcpamp.com Gurgoan ORACLE FA will mail content tomorrow 11/20/2017
vikas dubey 9636631733 Delhi Oracle DBA RAC SWITCH OFF 21-Nov-17
UMANG MALHOTRA 9812764387 GURGAON ORACLE DBA NOT INTERESTED, WANT ORACLE CERTIFICATE
BUSY ON OTHER
Amar 8755071935 BTECH ORACLE DBA WILL COME ON SAT/SUN 11/14/2017 11/23/2017
CALL
WILL COME NEXT
Nikita Sinha 9891862504 Selenium Want demo on 26 sun-mail content-12K+GST 11/14/2017 11/27/2017
WEEK
HE HAS JOINED
Sunder 9994662163 ORACLE ASCP mailed him 14-Nov-17 SOMEWHERE ELSE DEAD
WITH 25k
not
Shatughan 9911542495 ORACLE DBA 11G will mail content-25k+GST plan dropped 26/11/17
interested
Amar 8755071935 Btech pitampura ORACLE DBA 11G will visit after 6 of dec 12/7/2017
call him on Tuesday
Shailesh Purohit 9818280281 gurgaon ORACLE DBA contents share will confirm in few days 11/24/2017 11/28/2017
for confirmation
Sunder 9994662163 ORACLE ASCP mailed him the details will confirm till afternoon 11/23/2017 busy on other call 11/26/2017
AAMIR BASHIR 7006061101 saket ORACLE DBA NOT RESPONDING 26/11/17 27/11/17
Prashant 9911444370 Laxmi Nagar ORACLE DBA NOT RESPONDING CALLED 3 TYMS FROM THE DAY WE HAVE RECEIVED THE LEAD 26/11/17 27/11/17
Vishnu Sharma 7007172975 ORACLE DBA TRAINING want details in whatsapp 26/11/17 27/11/17
Naveen 9996670100 BUSY ON OTHER CALL 26/11/17 27/11/17
ANKIT SINGHAL 9582648694 ankitsinghal12@gmail.com AMAR UJALA NOIDA ORACLE ADF WANT ONLY NOTES 11/17/2017 NOT RESPONDING 27/11/17
shubham sony 8707545986 GURGAON Oracle DBA OCA WANT CLASSES IN GURGAON OFFERED HIM ONLINE CLASSES SAID I WILL CALL U BY MY OWN 26/11/17 12/1/2017
ASIF ALYAS 9773530290 Gurgaon ORACLE DBA OCM NOT RESPONDING 26/11/17 27/11/17
Hitesh 7350365144 SONIPAT ORACLE DBA WANT ONLINE TRAINING FOR DBA 12C HAS DONE 10i 26/11/17
Gaurav 9465312903 GURGAON ORACLE DBA call cut after hearing his own name 26/11/17
Sachin Sharma 9599364214 Delhi Database Query Tuning not responding 26/11/17
Mani Bhushan 9069795463 delhi ORACLE DBA NOT RESPONDING 26/11/17
Vipin 9818638602 GURGAON ORACLE DBA NOT RESONDING 26/11/17
Sachin 8957409962 Laxmi Nagar ORACLE DBA not responidng 26/11/17
KASHAL 9989499903 Delhi ORACLE ERP NOT RESPONDING 26/11/17
POOJA 9999678620 NOIDA ORACLE ADF WILL COME NEXT WEEK 26/11/17
SHIV AGGARWAL GURGAON NOT INTERESTED 26/11/17
DHEERAJ KUMAR 7838594354 Delhi Database performance Tuning not resonding 26/11/17
DEEPIKA 9013895033 Delhi ORACLE FINANCE NOT RESPONDING 26/11/17

Page 1 of 11
 Page 2 of 11

CONTACT LOG
[ Your Name ]

Contact Customer Purpose Method Notes

Date
1/18/2013 Smithers, Joe Phone This is an example of a note that wraps to a second line. For really long
notes, you could use cell comments.

1/18/2013 Anderson, Jane Email

Page 2 of 11
Customer / Stu Sum - Amount Estimated Pending
Jobin 12002 #N/A #N/A
Farheen 5000 #N/A #N/A
Total Result 17002 #N/A #N/A
 Page 4 of 11

Oratree Solutions Pvt. Ltd.

Date of Receipt No Student ID Customer / Course Amount Payment Mode Chq No. / Trx ID Chq Date / Trx Date Notes
Receipt Student Name
11/18/2017 1 1 Jobin Oracle Apps 3000 cash
11/18/2017 2 1 Jobin Oracle Apps 2000 cash
11/18/2017 3 1 Jobin Oracle Apps 1000 cash
11/18/2017 4 1 Jobin Oracle Apps 5000 cash
11/18/2017 5 2 Farheen Oracle Apps 500 cash
11/18/2017 6 2 Farheen Oracle Apps 1000 cash
11/18/2017 7 2 Farheen Oracle Apps 1000 cash
11/18/2017 8 2 Farheen Oracle Apps 2500 cash
11/18/2017 4 1 Jobin Oracle Apps 1000 cash
11/18/2017 4 1 Jobin Oracle Apps 2 cash

Page 4 of 11
 Page 5 of 11

CONTACT DETAILS
[ Your Name ]

Name Company Work Phone Work Email Mobile Phone Personal Email Address City ST Zip Notes
Function
Anderson, Jane ABC Corp 222-656-7890 busl@abccorp.com 111-111-1111 jsmith@email.com 18119 Shireoak Dr. Canton MI 84765 Loves chocolate

Page 5 of 11
 Lead Status Lead Source Date Formats

Active Email Days Since Last Contact (<=)

Won Sulekha 2
Loss Shine 5
Cold Display >5
Warm Referral
Visit Website Days Until Next Action (>=)
Demo Facebook 10
LinkedIn 5
Newsletter <5
INSTRUCTIONS:
Update the Lead Status and Lead Source lists to change
what shows up in the drop-down lists in the CRM worksheet.

Edit the values in the green and yellow cells to change the
settings used to conditionally format the Last Contact
and Next Contact columns in the CRM worksheet.
HELP
https://www.vertex42.com/ExcelTemplates/crm-template.html © 2013-2017 Vertex42 LLC

About This Template

A critical feature of any CRM system is to track communications with customers, plan
follow-up contacts, update the lead status, and after gaining a customer, schedule
future communication that will help you keep them as a customer. Tracking sales is
also an important part of CRM.

The CRM template provides a starting point for people looking for an Excel-based CRM
solution. It is designed to be easy to customize (limited only by your knowledge of
Excel).

INSTRUCTIONS: Below the table in each worksheet are instructions for using and
customizing that specific worksheet.

Additional Help
The link at the top of this worksheet will take you to the web page on vertex42.com that
talks about this template.

REFERENCES

SEE ALSO Vertex42.com: Money Management Template

SEE ALSO Vertex42.com: Home Mortgage Calculator

TIPS Vertex42.com: Spreadsheet Tips Workbook

13-2017 Vertex42 LLC
CRM Template

By Vertex42.com
https://www.vertex42.com/ExcelTemplates/crm-template.html

© 2013-2017 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a

copyrighted work under the United States and other copyright laws.

Do not submit copies or modifications of this template to any website or online

template gallery.

Please review the following license agreement to learn how you may or may not
use this template. Thank you.

See License Agreement

https://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet. If necessary, you may hide it by right-clicking on

the tab and selecting Hide.