Navigation Title CRM Template

Contact Log Content This workbook is intended to help organize and

Contacts The "Contact Log" tab is where all meetings and
Companies The "Contacts" tab is where client contact info is
Leads The "Companies" tab is where company contac
Setup The "Leads" tab is where leads can be entered
The "Setup" tab is where workbook options can

Customization difficulty (1-3) 1

Explanation of sheets
Contact Log: This sheet for logging all client contact. In order
bottom of the table. In order to remove a row, rig

Contacts: This sheet is where contacts are entered and st

"Contact Log" tab. The "Last Contact" column w
"Setup" sheet. Table rows are added and remov

This sheet is where company contact informatio

Companies: menu selection in the "Contact Log" as well as t
as in the "Contact Log".

This sheet is used to enter lead and track lead i

Leads: the "Contact Log" as well as the "Contacts" table
on the selections made in the "Setup" sheet. Ta

Setup: This sheet is used to change the options availab

throughout the workbook. This is also where the

How to customize 1) To customize any of the"Lead Stage Options", "

of the table to replace an existing option or type

2) To customize the "Lead Timeframes" or "Contac

These will determine what formatting options ar
Update" field in the "Leads" table respectively. W

Related To Online Templates Our templates is compatible with online service

Here is some hints that replace our macros in ca

Referesh / Update Data Some of our templates include

 Full Screen Some of our templates have

Other Macros / Buttons Other macros is applied on less than ~15% of o

Open in Desktop App To open online template using Desktop App be

All content is Copyright material of Simple Shee

http://www.simplesheets.co
© 2020 Simple Sheets LLC
All rights reserved.  The contents of this publica
No part of this publication may be modified, man
CRM Template

This workbook is intended to help organize and track contacts and leads.
The "Contact Log" tab is where all meetings and contacts with clients can be logged.
The "Contacts" tab is where client contact info is entered and contact frequency tracked.
The "Companies" tab is where company contact info is entered
The "Leads" tab is where leads can be entered and tracked.
The "Setup" tab is where workbook options can be customized.

This sheet for logging all client contact. In order to add a new row to the table, simply enter a date in the next blank row at the
bottom of the table. In order to remove a row, right click the relevant row and select "Delete" -> "Table Rows".

This sheet is where contacts are entered and stored. Contacts entered here are available for drop-down menu selection in the
"Contact Log" tab. The "Last Contact" column will automatically update and format depending on the selections made in the
"Setup" sheet. Table rows are added and removed in the same manner as in the "Contact Log".

This sheet is where company contact information is entered and stored. Companies entered here are available for drop-down
menu selection in the "Contact Log" as well as the "Contacts" tables. Table rows are added and removed in the same manner
as in the "Contact Log".

This sheet is used to enter lead and track lead information. Leads entered here are available for drop-down menu selection in
the "Contact Log" as well as the "Contacts" tables. The "Last Contact" column will automatically update and format depending
on the selections made in the "Setup" sheet. Table rows are added and removed in the same manner as in the "Contact Log".

This sheet is used to change the options available in the "Lead Stage", "Team Member", and "Purpose" fields found
throughout the workbook. This is also where the formatting timeframes for contacts and leads are set.

To customize any of the"Lead Stage Options", "Team Members" or "Contact Purpose Options" fields, type in any existing rows
of the table to replace an existing option or type in the next blank row of the table to add a new option.

To customize the "Lead Timeframes" or "Contact Timeframes" options, type in any of the 3 available boxes within either table.
These will determine what formatting options are applied to the "Last Contact" field in the "Contacts" table and the "Last
Update" field in the "Leads" table respectively. When customizing these options, only a number should be entered.

Our templates is compatible with online service but some templates that including macros feature is still not supported with Excel Online
Here is some hints that replace our macros in case of using Online Template

Some of our templates include Referesh/Update data macro button that can be replaced with Referesh All tool in Excel Online ribbon
Some of our templates have Full Screen macro button that can be replaced with the itself web browser full screen tool

Other macros is applied on less than ~15% of our templats can be overcome by transferring to Desktop App "Open in Desktop App"

To open online template using Desktop App be sure that you signed in to your Microsoft account / Onedrive account

All content is Copyright material of Simple Sheets LLC.

http://www.simplesheets.co
© 2020 Simple Sheets LLC
All rights reserved.  The contents of this publication, including but not limited to all written material, content layout, images, formulas, an
No part of this publication may be modified, manipulated, reproduced, distributed, or transmitted without prior written permission of the p
ed with Excel Online

Excel Online ribbon

 in Desktop App" button

mages, formulas, and code, are protected under international copyright and trademark laws. 
n permission of the publisher, except in the case of certain noncommercial uses permitted by copyright law. 
Contact Log
Date Time Contact
8/10/2020 10:00 AM Contact #1
8/5/2020 12:00 PM Contact #1
10/1/2020 9:00 AM Contact #2
Team Member Purpose Method
Member #2 New Lead Phone
Member #5 New Lead Phone
Member #4 Follow-Up Email
 Related Lead
Example Lead #1
Example Lead #2
Example Lead #1
 Notes
Example Entry
Example Entry #2
Example meeting 3
Contacts
Name Company Company Role Work Email
Contact #1 Company #1 CEO exampleEmail@google.com
Contact #2 Company #1 Team Manager example2@google.com
Work Phone Personal Email Personal Phone
999-555-9999 999-555-9998
999-444-9999 999-555-9994
 Address City State Zip
123 Example St. Denver CO 12345
123 Example St. Denver CO 12345
Creation Date Last Contact
10/8/2020 8/10/2020
10/8/2020 10/1/2020
 Notes
Example Entry
Companies
Company Name Owner Phone Number
Company #1 John Doe 999-123-1234
 Address City State
123 Company St Denver CO
 Zip Creation Date
12345 10/4/2020
 Notes
Example Company
Leads
Lead Name Lead Stage Company
Example Lead #1 Follow-Up Needed Company #1
Example Lead #2 New Inquiry Company #1
 Contact
Contact #2
Contact #1
 Description
Example Lead Description
 Notes
Example Lead
Last Update
10/1/2020
8/5/2020
Lead Stage Options Team Members

New Inquiry Member #1

Follow-Up Needed Member #2
Closed Member #3
Member #4
Member #5
Member #6
Contact Purpose Options Lead Timeframes Contact Timeframes

New Lead Recent 2 Days or Less Recent

Follow-Up Not Recent Greater Than 2 Days Not Recent
Project Briefing Too Long Greater Than 5 Days Too Long
Sales Meeting
Project Delivery
Transaction
General Inquiry
Contact Timeframes
2 Days or Less
Greater Than 2 Days
Greater Than 5 Days