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this excel template provides an easy way to organize and track contacts and sales leads the workbooks tables allow for the storage of client information and contact logs and sales leads can be tracked as they progress through your sales process customizable time frames alert when leads or contacts have gone too long without a follow-up and the workbook can be personalized to suit your unique crm needs in order to begin using the crm template workbook select the contact log tab located at the bottom of the workbook this sheet is where you can log meetings or interactions that have been made with your professional contacts to add a new entry to the table begin by entering the date of the contact in the next available blank row in addition to the date and time of each meeting youre able to fill out various fields such as the client involved and the meetings related lead in order to enter client contact information select the contacts tab located at the bot
