how to keep track of calls that become customers

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

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!
 
handymanjj said:
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!
Click to expand...

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

--
Terry Farrell - Word MVP
http://word.mvps.org/

: 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!
 
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