SAMPLE Company Lead Management
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Below is a sample lead management project.
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The client has provided the informatino in Columns A-K - usually from a website lead or tradeshow lead
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Columns L-W are RepRight contact attempts and dates.
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Details are shown in the tab called Communications Contents
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The X and Y Columns show the outcomes. The 'Appointments Set' tab details upcoming appts
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RepRight; 512-553-3979 www.RepRight.com
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DateCompanyContactPhoneEmailRepright agentOrigin
origin date
notesInterested inbudgetRepRight Actionsoutcomeoutcome date
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1date2date3date4date5date6date
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7/8/2018FAWN ConstructJim Jones123-123-1234
jimj@fawnc.com
amandaWebsitemodel A$2500-5000EMAIL 18/8/2018
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7/8/2018
Bawn Construction
Jim Allen555-555-1212
jimallen@mail.com
amandaNW Tradeshow7/1/2018model A$2500-5000EMAIL 17/10Conversation17/11set appointment7/12/2018
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7/8/2018
Baily construction
Ali Baker555-555-1212
alibaker@mail.com
amandaNW Tradeshow7/1/2018model AunknownEMAIL 17/10VOICEMAIL 17/11TEXT 17/12
EMAIL 2
7/15VOICEMAIL 27/20TEXT 27/25no response
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7/8/2018
Weinstein Services
Jim Black555-555-1212
jiimblack@mail.com
amandaNW Tradeshow7/1/2018maybe interested in several modelsModel B$5000-10000EMAIL 17/10VOICEMAIL 17/11TEXT 17/12
EMAIL 2
7/15conversation 17/20 asked for call back Q12019Q1 2019
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7/8/2018
Hill Country Construction
Bubba Jones555-555-1212
bubba@mail.com
amandaNW Tradeshow7/1/2018Model C$2500-5000
Conversation1
set appointment7/14/2018
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