CRM Template

[ Your Name ]

Name Company Work Phone Email Estimated Last Next Action Next Lead Lead Notes
Function Sale Contact Contact Status Source
Jameson, Bill XYZ Plumbing Owner 444-555-6666 xyz@plumber.com $ 45,000 1/10/2013 1/29/2013 Cold Referral
Anderson, Jane ABC Corp Sales Manager 222-656-7890 busl@abccorp.com $ 10,000 1/25/2013 2/5/2013 Warm Website
Smithers, Joe ACME Business Dev. 111-234-5678 acme@acme.com $ 4,500 1/27/2013 2/15/2013 Active Email Loves chocolate
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

SALES LOG
[ Your Name ]
← Insert Copied Columns to the Left
Date of Customer Amount Item / Product / Service Invoice # Notes
Sale
1/18/2013 Smithers, Joe $ 4,500 Product ABC 2342
2/4/2013 Anderson, Jane $ 2,500 Installation 2343
CONTACT DETAILS
[ Your Name ]

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

Active Email Days Since Last Contact (<=)

Won Facebook 2
Loss LinkedIn 5
Cold Referral >5
Warm Website
Newsletter Days Until Next Action (>=)
10
5
<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.