1. SUMMARY LEAD REPORT: (Summary list of all leads by sales rep and their calls, results, forecast, follow up)
1.
SUMMARY LEAD REPORT: (Summary list of all leads by sales rep and their
calls, results, forecast, follow up)
| REP ID | LEADS | UPDATED | AVG. RATING | NOT UPDATED | NOT UPDATED 14 DAYS |
| MM1 | 85 | 17 | 7 | 68 | 59 |
| MM2 | 8 | 6 | 4 | 2 | 2 |
| MM3 | 1 | 0 | 0 | 1 | 1 |
| MM4 | 5 | 3 | 8 | 2 | |
| TOTAL | 99 | 26 | 6.33 | 73 | 64 |
2. DETAILED LEAD REPORT: (Detailed
information about all leads, by sales rep, results, forecast, follow up)
Company:
ABC Systems, Inc.
Contact:
Tom Jones, Owner
Address:
100 Main St. Atlanta, GA 30345
Phone:
404-555-1212
Fax:
404-555-1213
Email:
tom@abcsystems.com
Sales Rep:
MM1
Rep Name:
Fred Smith
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Brand:
Xerox
How old?
Over 5 years
How is it?
It works ok
Looking now:
No
Print Color?:
No Color
Lost Sale:
No
# Lasers:
6
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LEAD DATE:
04/07/2007
Date Visited:
Lead Rating:
Probability:
Est. $ale:
Time frame:
Next Step:
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Notes:
04/09/2007 10:21a - MM8 -
Telemarketing - MM8 - Out, 8.62 min, Status: Lead - Operator said it's a Xerox
and it's 15 years old. They have 6 laser printers, mostly HP