Do you struggle to keep track of your prospects? Do you worry about following up calls when you should?

This Excel workbook allows you record the details of your potential customers. It allows you to show the status of any call, such as 'Call Back' or 'Closed', and using the AutoFilter function allows you to quickly sort and filter the data. Here's a quick video demonstrating this sheet and how you can use to manage your prospects data.

This Excel workbook requires no installation and does NOT require that you allow macros to run.

To download the file click on the link below to login (if you are on our mailing list you have a login which is your email). If you are not on the mailing list register on the next page. You will then be taken to the download page.

Download the Prospect Management / CRM spreadsheet

If this sheet isn't right for you we can create a new one to match your requirements. Click here to find out more.