Scribd
Upload
10 views

crm-excel-template-09

The document contains contact information for John Smith, the Director of Marketing at Acme Widget Co., including his email and phone number. It indicates that he is a decision maker and that there are multiple leads with a potential opportunity value of $5,000 each, all marked as 'Not Contacted Yet.' The last action taken for these leads was to add them and plan outreach via email to discuss solutions.

Uploaded by

65725865fce406961f676efe
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
10 views

crm-excel-template-09

The document contains contact information for John Smith, the Director of Marketing at Acme Widget Co., including his email and phone number. It indicates that he is a decision maker and that there are multiple leads with a potential opportunity value of $5,000 each, all marked as 'Not Contacted Yet.' The last action taken for these leads was to add them and plan outreach via email to discuss solutions.

Uploaded by

65725865fce406961f676efe
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 4

Company Name Contact Name Title

Acme Widget Co. John Smith Director of Marketing


Acme Widget Co. John Smith Director of Marketing
Acme Widget Co. John Smith Director of Marketing
Acme Widget Co. John Smith Director of Marketing
Acme Widget Co. John Smith Director of Marketing

👋 Hey there! As you've probably noticed, you can't edit this spreadsheet.
To make an editable copy for yourself, click above on File > Make a copy...
and you'll get your own (private) version of this spreadsheet for yourself 😊
Decision Maker? (Y/N) Email Address Phone Number
Yes [email protected] 415-123-4567
Yes [email protected] 415-123-4567
Yes [email protected] 415-123-4567
Yes [email protected] 415-123-4567
Yes [email protected] 415-123-4567
Outreach Status Lead Status Opportunity Value ($) Last Action Taken
Not Contacted Yet Potential $5,000.00 Added as Lead
Not Contacted Yet Potential $5,000.00 Added as Lead
Not Contacted Yet Potential $5,000.00 Added as Lead
Not Contacted Yet Potential $5,000.00 Added as Lead
Not Contacted Yet Potential $5,000.00 Added as Lead
Last Action (Date) Notesout via email tomorrow morning to see if
Just added this new lead, I plan on reaching
10/18/18 Just addedthey'd be lead,
this new up forI hopping on a quick
plan on reaching outcall
viatoemail
discuss our solution.
tomorrow morning to see if
10/18/18 Just addedthey'd be lead,
this new up forI hopping on a quick
plan on reaching outcall
viatoemail
discuss our solution.
tomorrow morning to see if
10/18/18 they'd be up for hopping on a quick call to discuss our solution.
Just added this new lead, I plan on reaching out via email tomorrow morning to see if
10/18/18 Just addedthey'd be lead,
this new up forI hopping on a quick
plan on reaching outcall
viatoemail
discuss our solution.
tomorrow morning to see if
10/18/18 they'd be up for hopping on a quick call to discuss our solution.

You might also like