ABCDEFGHIJKLMNOPQRSTUVWXYZ
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Basic information inserted for CRM system. Customer information, ongoing deal negotiation process, other important factors. Use this template to create your own and add columns suitable for your business line.
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Potential partners/ Name of the companyLine of BusinessCompany websiteaddress / HQCEO + direct contact info (email; phone)Decision maker + contact infoOther important contactsLead status: 1st contact madeLead status: Follow-up contactsContacted byStatusImportant NotesPartnership purpose
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Example: TwitterSoMe platformhttps://about.twitter.com/en1355 Market Street, Downtown San Francisco, California, United States.Elon MuskElon MuskYes, on 01/01/20xxYesElonaSignedAdd customer related important notes from discussion or research that are valuable for your company
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