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CRM Template
[ Your Name ]
Name Company Work
Function
Phone Email Estimated
Sale
Last
Contact
Next Action Next
Contact
Lead
Status
Lead
Source
Notes
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
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CONTACT LOG
[ Your Name ]
Contact
Date
Customer Purpose Method Notes
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
[OPTIONAL] This worksheet provides an
example of what you might use for a more
detailed contact log. You can include
important notes as cell comments in the
main CRM worksheet if keeping this
detailed log is not necessary.
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SALES LOG
[ Your Name ]
Insert Copied Columns to the Left
Date of
Sale
Customer Amount Item / Product / Service Invoice # Notes
1/18/2013 Smithers, Joe $ 4,500 Product ABC 2342
2/4/2013 Anderson, Jane $ 2,500 Installation 2343
[OPTIONAL] This worksheet could be used to
keep a history of completed sales.

[IDEAS for CUSTOMIZATION]: Sales reports
could be generated by creating a Pivot
Table based on this sales log. The SUMIF
formula could be used to calculate the total
sales for a specific customer.
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CONTACT DETAILS
[ Your Name ]
Name Company Work
Function
Phone Work Email Mobile
Phone
Personal Email Address City ST Zip Notes
Anderson, Jane ABC Corp 222-656-7890 busl@abccorp.com 111-111-1111 jsmith@email.com 18119 Shireoak Dr. Canton MI 84765 Loves chocolate
[OPTIONAL] This worksheet is for storing more detailed contact
information about your clients.

[IDEAS for CUSTOMIZATION]: Some of the columns in the CRM
worksheet could be automatically filled by referring to this data
table using VLOOKUP.
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
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.
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.
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