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Sales Follow-up Sheet

ABOUT THIS DOCUMENT

This basic template should be used by sales representatives to keep track of sales leads. The sales representative should list the contact information of the lead, the quality of the lead (hot, good, fair, or poor), estimated sales volume, product usage notes, and various notes regarding follow-up steps and follow-up contact that should be undertaken. Companies seeking a standardized form to help sales representatives stay organized and accurately track sales leads can use this simple form.

Reads: 1320 times
Used: 8 times
Pages: 1
Size: 95 kb
Format: Excel Spreadsheet

Text Version

Sales Sheet

COMPANY DETAILS QUALITY

Company

HOT GOOD FAIR POOR

Address (ESTIMATED SALES VOLUME)



City, State, Zip

PRODUCT USAGE NOTES

Phone





CONTACT INFORMATION [ ] Phone [ ] Email [ ] In person

Person Contacted:





Title





Phone Email





Final decision-maker is:





Title





Impressions









Associate NEXT

Date received Follow-up date





Follow-up action:

o Call for an appointment

NOTES o Scheduled appointment below

o Drop by

o Create a proposal on the items below

o Follow-up on the quick quote





Scheduled appointment:



NOTES

THIS DOCUMENT IS BEST FOR

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