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    Excel CRM Template

    Uploaded by

    ahmadhaidarahmad.topo
    DVD

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd

    Excel CRM Template

    Uploaded by

    ahmadhaidarahmad.topo
    13 views6 pages
    DVD

    Copyright

    © © All Rights Reserved

    Available Formats

    XLS, PDF, TXT or read online from Scribd

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    DVD

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Download as xls, pdf, or txt
    13 views6 pages

    Excel CRM Template

    Uploaded by

    ahmadhaidarahmad.topo
    DVD

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Download as xls, pdf, or txt
    of 6

    Page 1 of 6

    CRM Template
    [ Your Name ] ar.excelworld.net

    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 [email protected] $ 45,000 1/10/2013 1/29/2013 Cold Referral
    Anderson, Jane ABC Corp Sales Manager 222-656-7890 [email protected] $ 10,000 1/25/2013 2/5/2013 Warm Website
    Sample contact log using cell comments.
    Smithers, Joe ACME Business Dev. 111-234-5678 [email protected] $ 4,500 1/27/2013 2/15/2013 Active Email Loves chocolate
    12/12/2012 - Responded to customer
    questions.

    10/14/2012 - Details of initial contact.

    To hide this comment, right-click on the cell


    and select Hide Comment.

    http://www.vertex42.com/ExcelTemplates/crm-template.html © 2010 Vertex42 LLC


    Page 2 of 6

    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

    http://www.vertex42.com/ExcelTemplates/crm-template.html © 2010 Vertex42 LLC


    Page 3 of 6

    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

    http://www.vertex42.com/ExcelTemplates/crm-template.html © 2010 Vertex42 LLC


    Page 4 of 6

    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 [email protected] 111-111-1111 [email protected] 18119 Shireoak Dr. Canton MI 84765 Loves chocolate

    http://www.vertex42.com/ExcelTemplates/crm-template.html © 2010 Vertex42 LLC


    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
    ntact (<=) 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.

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