Sales Contacts

Maintain a secure repository of all your sales contacts and take notes of their status, requirements, interactions etc.

Dashboard Tmplate Img 01 6


Why use this Template?

  • Use the board view to get an overview of the various sales contacts that you have and organize them into different types
  • Customize your template to hold all the necessary information that you would like to have about a client in a single place
  • Track the status of various contacts, get an outline of upcoming interactions and create actions items and issues as required
  • Take notes of their requirements and details of the interactions, and attach any relevant files to the contact for easy reference.

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