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#1
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how to keep track of calls that become customers
we receive calls daily and would like to know best template to keep track of
each call.some may accept our estimate and become a customer,however, many al back at a later date and i would like to have a quick reference to them. Also,to send a copy each day with my husband so we are both working off same info....we are new at this,,thank you! |
#2
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Try a search here
http://office.microsoft.com/templates -- Paul Ballou MVP Office http://office.microsoft.com/clipart/default.aspx http://office.microsoft.com/templates http://office.microsoft.com/home http://www.freeserifsoftware.com/ http://www.ballousgiftshop.com/p1152b/ Life would be easier if we could view the source code "handymanjj" wrote in message ... we receive calls daily and would like to know best template to keep track of each call.some may accept our estimate and become a customer,however, many al back at a later date and i would like to have a quick reference to them. Also,to send a copy each day with my husband so we are both working off same info....we are new at this,,thank you! |
#3
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handymanjj wrote:
we receive calls daily and would like to know best template to keep track of each call.some may accept our estimate and become a customer,however, many al back at a later date and i would like to have a quick reference to them. Also,to send a copy each day with my husband so we are both working off same info....we are new at this,,thank you! Is there a particular reason for doing it all in Word? I'd have thought that Outlook would be more suited to the job in hand. Steve |
#4
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Outlook Journaling is designed for this. You need a telephone system that
will integrate with your computer to make it automatic. -- Terry Farrell - Word MVP http://word.mvps.org/ "handymanjj" wrote in message ... : we receive calls daily and would like to know best template to keep track of : each call.some may accept our estimate and become a customer,however, many al : back at a later date and i would like to have a quick reference to them. : Also,to send a copy each day with my husband so we are both working off same : info....we are new at this,,thank you! |
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