how to keep track of calls that become customers

[handymanjj]

we receive calls daily and would like to know best template to keep track of
each call.some may accept our estimate and become a customer,however, many al
back at a later date and i would like to have a quick reference to them.
Also,to send a copy each day with my husband so we are both working off same
info....we are new at this,,thank you!

 

[Paul Ballou]

Try a search here
http://office.microsoft.com/templates

--
Paul Ballou
MVP Office
http://office.microsoft.com/clipart/default.aspx
http://office.microsoft.com/templates
http://office.microsoft.com/home
http://www.freeserifsoftware.com/
http://www.ballousgiftshop.com/p1152b/

Life would be easier if we could view the source code

 

[Stephen Glynn]

we receive calls daily and would like to know best template to keep track of
each call.some may accept our estimate and become a customer,however, many al
back at a later date and i would like to have a quick reference to them.
Also,to send a copy each day with my husband so we are both working off same
info....we are new at this,,thank you!

Is there a particular reason for doing it all in Word? I'd have
thought that Outlook would be more suited to the job in hand.

Steve

 

[TF]

Outlook Journaling is designed for this. You need a telephone system that
will integrate with your computer to make it automatic.



: we receive calls daily and would like to know best template to keep track
of
: each call.some may accept our estimate and become a customer,however, many
al
: back at a later date and i would like to have a quick reference to them.
: Also,to send a copy each day with my husband so we are both working off
same
: info....we are new at this,,thank you!