Daily Activity Report

Name Date

No. of Prospect Call : No. of Call Done in Sheet :

No. of Suspect Call : No. of Personal Call Done :
Total Call Done

Follow up from Calls Done

Hot Leads Warm Leads
Sr. No Name Phone No Sr. No Name Phone No
1 1
2 2
3 3
4 4
5 5
6 6

Any Expected Meeting From Calling

Sr. No Name Date Phone No Timings
1
2
3
4
5
6

Meeting Done
Sr. No Name Project Phone No Location Timings
1
2
3
4
5
6

Signature

Associate Operation Team Leader Asst Director

 Daily Activity Report
Name Date

No. of Prospect Call : No. of Call Done in Sheet :

No. of Suspect Call : No. of Personal Call Done :
Total Call Done

Follow up from Calls Done

Hot Leads Warm Leads
Sr. No Name Phone No Sr. No Name Phone No
1 1
2 2
3 3
4 4
5 5
6 6

Any Expected Meeting From Calling

Sr. No Name Date Phone No Timings
1
2
3
4
5
6

Meeting Done
Sr. No Name Project Phone No Location Timings
1
2
3
4
5
6

Signature

Associate Operation Team Leader Asst Director

 Meetings/ CIS Monthly
Date Personal Details Property Requirement Details Expected
Next Step Status
Client Name Contact email ID Address Stage Type Budget Loan Clouser
 PROSPECT SHEET
Sr. No Date Client Name Contact Requirement Follow Up Meetings Site Visit Final Negociation Remarks

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 DAR
Follow
STS Leads Feedback No of Fresh
Prospect Follow Meetings Meetings Up Site Visit Joint Meetings No.+ Name Sale
Date Fresh Project Sold Remakrs/ Activity
Received sent calls Genrated up calls Booked Done meetings Done Done
Done
1-Feb-21
2-Feb-21
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26-Feb-21
27-Feb-21
28-Feb-21
 Case Study
Sr. Project Amount Personal
No Client Name Project Unit Details Status paid Self Loan Loan Customer Wish List Remakrs/ Activity

10