Sales Contacts
Maintain a secure repository of all your sales contacts and take notes of their status, requirements, interactions etc.
Overview
Why use this Template?
- Use the board view to get an overview of the various sales contacts that you have and organize them into different types
- Customize your template to hold all the necessary information that you would like to have about a client in a single place
- Track the status of various contacts, get an outline of upcoming interactions and create actions items and issues as required
- Take notes of their requirements and details of the interactions, and attach any relevant files to the contact for easy reference.
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