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Customer Management

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A template for managing customer details and contact history in one list. Record company names, contacts, and the last contact date to keep deals on track.

4 か月前

0

	Company	Status	Contact	Title	Email	Phone	Address	Last Contact	Notes
1	Greenleaf Trading	In Discussion	James Wilson	Sales Manager	jwilson@example.com	212-555-0111	New York NY	2026/05/15	First visit done; proposal next
2	TechSolutions Inc.	Proposed	Emily Carter	CEO	ecarter@example.com	312-555-0122	Chicago IL	2026/05/10	Quote sent; discovery call next week
3	ABC Consulting	Following Up	Michael Brown	Business Development Director	mbrown@example.com	408-555-0133	San Jose CA	2026/04/20	Budget under review; revisit in 3 months
4	Green Foods Co.	Won	Sophia Lee	Procurement Lead	slee@example.com	313-555-0144	Detroit MI	2026/05/18	Annual contract signed; deliveries started
5	Mirai Trading Co.	New	Daniel Kim	Sales Lead	dkim@example.com	404-555-0155	Atlanta GA	2026/05/12	Met at expo; sending materials
6	Nippon Logistics	Lost	Robert Taylor	Logistics Manager	rtaylor@example.com	612-555-0166	Minneapolis MN	2026/03/30	Went with a competitor; keeping in touch
7	Sakura Design Studio	In Discussion	Olivia Martin	Art Director	omartin@example.com	503-555-0177	Portland OR	2026/05/20	Gathering design requirements
8	OceanTech	Proposed	David Clark	CTO	dclark@example.com	206-555-0188	Seattle WA	2026/04/28	Proposed a PoC; awaiting reply
9	Sunflower Manufacturing	On Hold	Hannah Walker	General Affairs Manager	hwalker@example.com	617-555-0199	Boston MA	2026/02/15	Paused on their side; resume next quarter
10	Frontier Inc.	New	Ethan Young	Marketing Lead	eyoung@example.com	303-555-0100	Denver CO	2026/05/22	Inbound web inquiry; online meeting set

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