Excel Sheet Download 31465 | Sales Lead Follow Up Planner

Partial file snippet.

Sheet 1: Sales Lead Follow-up Planner

	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		
 
		
		www.ExcelDataPro.com
		

		

	
	
		Sales Lead Follow-up Planner Excel Template
		

	
	
		Company's Name:
		ABC Co. Ltd.
		

	
	
		Company's Address:
		20, Lane # 3, Sachin G.I.D.C., Surat
		

	
	
		Sales Personnel's Name:
		Mr. Mahesh Joshi
		

	
	
		Sales Personnel's Designation:
		Sales Executive
		

	
	
		Client's Information
		

		

		

		

		

		

		

		

		

		

		Meeting - 1
		Meeting - 2
		Meeting - 3
		

	
	
		Sr. No.
		Client
		Client Address
		Client's Number
		Interested in Product(s)
		Anticipated Volume
		Key Contact Person
		Designation
		Contact Number
		Subordinate's Name
		Designation
		Contact Number
		Current Status
		Remarks (If any)
		Meeting Date
		Meeting Time
		Agenda of Meeting
		Outcome
		Client's Queries
		Proposed Solution
		Discussion Key Points 
		Final Outcome
		Meeting Date
		Meeting Time
		Agenda of Meeting
		Outcome
		Client's Queries
		Proposed Solution
		Discussion Key Points 
		Final Outcome
		Meeting Date
		Meeting Time
		Agenda of Meeting
		Outcome
		Client's Queries
		Proposed Solution
		Discussion Key Points 
		Final Outcome
		

	
	
		1
		Sony Electronics
		ABC Street
		1234567890
		Phones
		500
		Mr. A
		Purchase Manager
		1234567890
		Mr. D
		Manager
		1234567890
		Approach
		-
		12/14/2019
		1:00 PM
		Product Sampling
		-
		-
		-
		Products
		Sampling
		12/22/2019
		11:00 AM
		Ordering
		2 products
		-
		-
		Price
		Order #1
		12/23/2019
		11:00 AM
		Order
		Order #2
		-
		-
		-
		2 Orders
		

	
	
		2
		Samsung Electronics
		DEF Street
		1112131415
		AC
		200
		Mr. B
		Owner
		1112131415
		Mr. E
		Partner
		1112131415
		Approach
		-
		12/14/2019
		5:00 PM
		Product Sampling
		-
		-
		-
		Products
		Sampling
		12/20/2019
		3:00 PM
		61
		62
		-
		-
		Price
		Order #1
		12/24/2019
		3:00 PM
		Order
		Order #2
		-
		-
		-
		2 Orders
		

	
	
		3
		Apple Electronics
		GHI Street
		1617181920
		Phones
		150
		Mr. C
		Purchase Manager
		1617181920
		Mr. F
		Manager
		1617181920
		Approach
		-
		12/18/2019
		11:00 AM
		Product Sampling
		-
		-
		-
		Products
		0
		12/21/2019
		12:00 PM
		98
		99
		-
		-
		Price
		Order #1
		12/23/2019
		12:00 PM
		Order
		Order #2
		-
		-
		-
		2 Orders
		

	
	
		4
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		5
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		6
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		7
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		8
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		9
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		10
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		11
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		12
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		13
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		14
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		15
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		16
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		17
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		18
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		19
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		20
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	



Sheet 2: Client-wise Report

	
	
	
	
	
	
	
		

		

		

		

		

		

	
	
		www.ExcelDataPro.com
		
 
		
		

	
	
		Client-Wise Follow-up Report Generator
		

	
	
		

		

	
	
		Sr. No.
		
		Enter Sr. No. for which the data needs to be fetched here.
		1
		

	
	
		

		

	
	
		Company's Name
		ABC Co. Ltd.
		

	
	
		Company's Address
		20, Lane # 3, Sachin G.I.D.C., Surat
		

	
	
		Sales Personnel's Name
		Mr. Mahesh Joshi
		

	
	
		Sales Personnel's Designation
		Sales Executive
		

	
	
		

		

		

	
	
		Particualrs
		Details
		

	
	
		Name of Company
		Sony Electronics
		

	
	
		Address of Company
		ABC Street
		

	
	
		Company's Phone Number
		1234567890
		

	
	
		Interested in Product(s)
		Phones
		

	
	
		Anticipated Volume of Business
		500
		

	
	
		Key Contact Person's Name
		Mr. A
		

	
	
		Key Contact Person's Designation
		Purchase Manager
		

	
	
		Key Contact Person's Number
		1234567890
		

	
	
		Subordinate's Name
		Mr. D
		

	
	
		Subordinate's Designation
		Manager
		

	
	
		Subordinate's Number
		1234567890
		

	
	
		Current Stage of Deal
		Approach
		

	
	
		Remarks (If any)
		-
		

	
	
		Meeting - 1
		

	
	
		Scheduled Meeting Date
		12/14/2019
		

	
	
		Scheduled Meeting Time
		1:00 PM
		

	
	
		Agenda of Meeting
		Product Sampling
		

	
	
		Anticipated Outcome
		-
		

	
	
		Client's Concerns / Queries
		-
		

	
	
		Proposed Solution
		-
		

	
	
		Other Key Points To Be Discussed
		Products
		

	
	
		Final Outcome / Proposed Next Action
		Sampling
		

	
	
		Meeting - 2
		

	
	
		Scheduled Meeting Date
		43821
		

	
	
		Scheduled Meeting Time
		0.458333333333333
		

	
	
		Agenda of Meeting
		Ordering
		

	
	
		Anticipated Outcome
		2 products
		

	
	
		Client's Concerns / Queries
		-
		

	
	
		Proposed Solution
		-
		

	
	
		Other Key Points To Be Discussed
		Price
		

	
	
		Final Outcome / Proposed Next Action
		Order #1
		

	
	
		Meeting - 3
		

	
	
		Scheduled Meeting Date
		23/12/2019
		

	
	
		Scheduled Meeting Time
		11:00 AM
		

	
	
		Agenda of Meeting
		Order
		

	
	
		Anticipated Outcome
		Order #2
		

	
	
		Client's Concerns / Queries
		-
		

	
	
		Proposed Solution
		-
		

	
	
		Other Key Points To Be Discussed
		-
		

	
	
		Final Outcome / Proposed Next Action
		2 Orders
		

	
	
		

		

		

		

		

		

	



Sheet 3: Printable Client-wise Report

	
	
	
	
	
	
	
		www.ExcelDataPro.com
		
 
		
		
	
		Sales Lead Follow Up Planner
		
	
		

		

	
	
		Company's Name
		ABC Co. Ltd.
		

	
	
		Company's Address
		20, Lane # 3, Sachin G.I.D.C., Surat
		

	
	
		Sales Personnel's Name
		Mr. Mahesh Joshi
		

	
	
		Sales Personnel's Designation
		Sales Executive
		

	
	
		

		

	
	
		Particualrs
		Details
		

	
	
		Name of Company
		Sony Electronics
		

	
	
		Address of Company
		ABC Street
		

	
	
		Company's Phone Number
		1234567890
		

	
	
		Interested in Product(s)
		Phones
		

	
	
		Anticipated Volume of Business
		500
		

	
	
		Key Contact Person's Name
		Mr. A
		

	
	
		Key Contact Person's Designation
		Purchase Manager
		

	
	
		Key Contact Person's Number
		1234567890
		

	
	
		Subordinate's Name
		Mr. D
		

	
	
		Subordinate's Designation
		Manager
		

	
	
		Subordinate's Number
		1234567890
		

	
	
		Current Stage of Deal
		Approach
		

	
	
		Remarks (If any)
		-
		

	
	
		Meeting - 1
		

	
	
		Scheduled Meeting Date
		14/12/2019
		

	
	
		Scheduled Meeting Time
		1:00 PM
		

	
	
		Agenda of Meeting
		Product Sampling
		

	
	
		Anticipated Outcome
		-
		

	
	
		Client's Concerns / Queries
		-
		

	
	
		Proposed Solution
		-
		

	
	
		Other Key Points To Be Discussed
		Products
		

	
	
		Final Outcome / Proposed Next Action
		Sampling
		

	
	
		Meeting - 2
		

	
	
		Scheduled Meeting Date
		22/12/2019
		

	
	
		Scheduled Meeting Time
		11:00 AM
		

	
	
		Agenda of Meeting
		Ordering
		

	
	
		Anticipated Outcome
		2 products
		

	
	
		Client's Concerns / Queries
		-
		

	
	
		Proposed Solution
		-
		

	
	
		Other Key Points To Be Discussed
		Price
		

	
	
		Final Outcome / Proposed Next Action
		Order #1
		

	
	
		Meeting - 3
		

	
	
		Scheduled Meeting Date
		23/12/2019
		

	
	
		Scheduled Meeting Time
		11:00 AM
		

	
	
		Agenda of Meeting
		Order
		

	
	
		Anticipated Outcome
		Order #2
		

	
	
		Client's Concerns / Queries
		-
		

	
	
		Proposed Solution
		-
		

	
	
		Other Key Points To Be Discussed
		-
		

	
	
		Final Outcome / Proposed Next Action
		2 Orders

The words contained in this file might help you see if this file matches what you are looking for:

...Sheet sales lead followup planner wwwexceldataprocom excel template company s name abc co ltd address lane sachin gidc surat personnel mr mahesh joshi designation executive client information meeting sr no number interested in product anticipated volume key contact person subordinate current status remarks if any date time agenda of outcome queries proposed solution discussion points final sony electronics street phones a purchase manager d approach pm sampling products am ordering price order orders samsung def ac b owner e partner apple ghi c f clientwise report generator enter for which the data needs to be fetched here particualrs details phone business stage deal scheduled concerns other discussed next action printable follow up or...

Related files

Share

Help


www.ExcelDataPro.com
Client-Wise Follow-up Report Generator

Sr. No.	Enter Sr. No. for which the data needs to be fetched here. 1

Company's Name	ABC Co. Ltd.
Company's Address	20, Lane # 3, Sachin G.I.D.C., Surat
Sales Personnel's Name	Mr. Mahesh Joshi
Sales Personnel's Designation	Sales Executive

Particualrs	Details
Name of Company	Sony Electronics
Address of Company	ABC Street
Company's Phone Number	1234567890
Interested in Product(s)	Phones
Anticipated Volume of Business	500
Key Contact Person's Name	Mr. A
Key Contact Person's Designation	Purchase Manager
Key Contact Person's Number	1234567890
Subordinate's Name	Mr. D
Subordinate's Designation	Manager
Subordinate's Number	1234567890
Current Stage of Deal	Approach
Remarks (If any)	-
Meeting - 1
Scheduled Meeting Date	12/14/2019
Scheduled Meeting Time	1:00 PM
Agenda of Meeting	Product Sampling
Anticipated Outcome	-
Client's Concerns / Queries	-
Proposed Solution	-
Other Key Points To Be Discussed	Products
Final Outcome / Proposed Next Action	Sampling
Meeting - 2
Scheduled Meeting Date	43821
Scheduled Meeting Time	0.458333333333333
Agenda of Meeting	Ordering
Anticipated Outcome	2 products
Client's Concerns / Queries	-
Proposed Solution	-
Other Key Points To Be Discussed	Price
Final Outcome / Proposed Next Action	Order #1
Meeting - 3
Scheduled Meeting Date	23/12/2019
Scheduled Meeting Time	11:00 AM
Agenda of Meeting	Order
Anticipated Outcome	Order #2
Client's Concerns / Queries	-
Proposed Solution	-
Other Key Points To Be Discussed	-
Final Outcome / Proposed Next Action	2 Orders

www.ExcelDataPro.com
Sales Lead Follow Up Planner

Company's Name	ABC Co. Ltd.
Company's Address	20, Lane # 3, Sachin G.I.D.C., Surat
Sales Personnel's Name	Mr. Mahesh Joshi
Sales Personnel's Designation	Sales Executive

Particualrs	Details
Name of Company	Sony Electronics
Address of Company	ABC Street
Company's Phone Number	1234567890
Interested in Product(s)	Phones
Anticipated Volume of Business	500
Key Contact Person's Name	Mr. A
Key Contact Person's Designation	Purchase Manager
Key Contact Person's Number	1234567890
Subordinate's Name	Mr. D
Subordinate's Designation	Manager
Subordinate's Number	1234567890
Current Stage of Deal	Approach
Remarks (If any)	-
Meeting - 1
Scheduled Meeting Date	14/12/2019
Scheduled Meeting Time	1:00 PM
Agenda of Meeting	Product Sampling
Anticipated Outcome	-
Client's Concerns / Queries	-
Proposed Solution	-
Other Key Points To Be Discussed	Products
Final Outcome / Proposed Next Action	Sampling
Meeting - 2
Scheduled Meeting Date	22/12/2019
Scheduled Meeting Time	11:00 AM
Agenda of Meeting	Ordering
Anticipated Outcome	2 products
Client's Concerns / Queries	-
Proposed Solution	-
Other Key Points To Be Discussed	Price
Final Outcome / Proposed Next Action	Order #1
Meeting - 3
Scheduled Meeting Date	23/12/2019
Scheduled Meeting Time	11:00 AM
Agenda of Meeting	Order
Anticipated Outcome	Order #2
Client's Concerns / Queries	-
Proposed Solution	-
Other Key Points To Be Discussed	-
Final Outcome / Proposed Next Action	2 Orders

Related files

Share

Share to social media

Help

Login Area