May '24 (edited) • 💬 Chat
Sales Call Tracker? I need a template
Hi all. I need a spreadsheet tracker for long term tracking of my client calls that didn't close yet. Does anyone have something I can copy?
At the moment I just have a folder with a doc for every client I contact and a long series of dates and notes. I have to go in and open every folder and scan down to the notes. A spreadsheet would be much better but I've never made one before.
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Sales Call Tracker? I need a template
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