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2 | First Name | Last Name | Company | Phone | Industry | Lead Source | Status | Next Steps | Status Updated | Sales Notes & History | Sales Person | Preferred | ||||||||||||||
3 | John | Doe | Acme Corp | john.doe@acme.com | 555-123-4567 | Healthcare | Website | Unqualified | Phone Call Follow-up | 5/1/2024 | 20240415 - No budget, not a good fit (too small) 20240401 - Website submission | John Smith | Phone Call | |||||||||||||
4 | Jane | Smith | Beta Inc | jane.smith@beta.com | 555-234-5678 | Finance | DoorToDoor | Unqualified | Archive | 4/25/2024 | 20240315 - Enterprise, not ready, refer | John Smith | ||||||||||||||
5 | Jim | Brown | Gamma LLC | jim.brown@gamma.com | 555-345-6789 | Education | Networking | Cold Lead | In-person Meeting | 4/25/2024 | 20240701 - Demo 20240401 - Met at ABC conference | John Smith | Text | |||||||||||||
6 | Lisa | White | Delta Co | lisa.white@delta.com | 555-456-7890 | Manufacturing | DoorToDoor | Cold Lead | Nurture | 4/25/2024 | TBH | Text | ||||||||||||||
7 | Michael | Green | Epsilon Ltd | mike.green@epsilon.com | 555-567-8901 | Automotive | Webinar | Unqualified | Archive | 4/25/2024 | John Smith | Phone Call | ||||||||||||||
8 | Emily | Wilson | Zeta Corp | emily.wilson@zeta.com | 555-678-9012 | Finance | Website | Contacted | E-Mail Follow-up | 4/25/2024 | John Smith | Phone Call | ||||||||||||||
9 | Chris | Johnson | Eta Inc | chris.johnson@eta.com | 555-789-0123 | Education | Networking | Contacted | Phone Call Follow-up | 4/25/2024 | John Smith | Phone Call | ||||||||||||||
10 | Anna | Taylor | Theta LLC | anna.taylor@theta.com | 555-890-1234 | Manufacturing | Webinar | Contacted | In-person Meeting | 4/25/2024 | TBH | Phone Call | ||||||||||||||
11 | Robert | Anderson | Iota Co | robert.anderson@iota.com | 555-901-2345 | Automotive | Webinar | Unqualified | Nurture | 4/25/2024 | John Smith | Phone Call | ||||||||||||||
12 | David | Thomas | Kappa Ltd | david.thomas@kappa.com | 555-012-3456 | Finance | Unknown | Contacted | Archive | 4/25/2024 | John Smith | Phone Call | ||||||||||||||
13 | Sophia | Moore | Lambda Corp | sophia.moore@lambda.com | 555-123-5678 | Education | Website | Contacted | E-Mail Follow-up | 4/30/2024 | John Smith | Phone Call | ||||||||||||||
14 | James | Martin | Mu Inc | james.martin@mu.com | 555-234-6789 | Manufacturing | Networking | Contacted | Archive | 4/30/2024 | TBH | In-Person | ||||||||||||||
15 | Olivia | Jackson | Nu LLC | olivia.jackson@nu.com | 555-345-7890 | Healthcare | Webinar | Contacted | In-person Meeting | 4/30/2024 | TBH | Phone Call | ||||||||||||||
16 | Brian | Lee | Xi Co | brian.lee@xi.com | 555-456-8901 | Finance | DoorToDoor | Qualified | Nurture | 4/30/2024 | John Smith | Phone Call | ||||||||||||||
17 | Linda | Harris | Omicron Ltd | linda.harris@omicron.com | 555-567-9012 | Automotive | Unknown | Qualified | Archive | 4/30/2024 | John Smith | Text | ||||||||||||||
18 | Kevin | Clark | Pi Corp | kevin.clark@pi.com | 555-678-0123 | Nonprofit | Website | Qualified | E-Mail Follow-up | 5/1/2024 | TBH | Text | ||||||||||||||
19 | Sarah | Lewis | Rho Inc | sarah.lewis@rho.com | 555-789-1234 | Healthcare | Networking | Qualified | Archive | 5/1/2024 | John Smith | Text | ||||||||||||||
20 | Richard | Young | Sigma LLC | richard.young@sigma.com | 555-890-2345 | Nonprofit | Unknown | Qualified | In-person Meeting | 5/1/2024 | John Smith | |||||||||||||||
21 | Laura | Hall | Tau Co | laura.hall@tau.com | 555-901-3456 | Automotive | Webinar | Unqualified | Nurture | 5/1/2024 | John Smith | Phone Call | ||||||||||||||
22 | Thomas | King | Upsilon Ltd | thomas.king@upsilon.com | 555-012-4567 | Automotive | Webinar | Unqualified | Archive | 5/1/2024 | John Smith | Phone Call | ||||||||||||||
23 | Nancy | Wright | Phi Corp | nancy.wright@phi.com | 555-123-6789 | Finance | DoorToDoor | OnHold | E-Mail Follow-up | 5/1/2024 | John Smith | Phone Call | ||||||||||||||
24 | Paul | Walker | Chi Inc | paul.walker@chi.com | 555-234-7890 | Education | DoorToDoor | Contacted | In-person Meeting | 5/15/2024 | TBH | Text | ||||||||||||||
25 | Karen | Hill | Psi LLC | karen.hill@psi.com | 555-345-8901 | Automotive | Webinar | Qualified | Nurture | 5/15/2024 | John Smith | |||||||||||||||
26 | Mark | Scott | Omega Co | mark.scott@omega.com | 555-456-9012 | Healthcare | Website | Contacted | E-Mail Follow-up | 6/1/2024 | John Smith | Phone Call | ||||||||||||||
27 | Jessica | Adams | Alpha Ltd | jessica.adams@alpha.com | 555-567-0123 | Nonprofit | Networking | Qualified | Phone Call Follow-up | 6/21/2024 | John Smith | |||||||||||||||
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