how to keep track of calls that become customers



handymanjj
07-09-2005, 11:03 PM
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!

Paul Ballou
07-09-2005, 11:03 PM
Try a search here
http://office.microsoft.com/templates

--
Paul Ballou
MVP Office
http://office.microsoft.com/clipart/default.aspx
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http://www.freeserifsoftware.com/
http://www.ballousgiftshop.com/p1152b/

Life would be easier if we could view the source code


"handymanjj" <handymanjj@discussions.microsoft.com> wrote in message
news:A3BB8A3B-DE43-4FF0-B61B-AA4F6C4CD2D4@microsoft.com...
> 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!

Stephen Glynn
07-09-2005, 11:03 PM
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

TF
07-09-2005, 11:04 PM
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" <handymanjj@discussions.microsoft.com> wrote in message
news:A3BB8A3B-DE43-4FF0-B61B-AA4F6C4CD2D4@microsoft.com...
: 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!


how to keep track of calls that become customers