Customer Relationship Management (CRM)

Sales Use Template
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Customer Relationship Management (CRM)
Person
Person
Person
Person
Lead
Tommy Bates
Warm
Cold
Warm
Hot
Plan 1
Plan 1
Plan 2
Plan 3
Plan 4
$3,000
25%
10%
25%
50%
75%
100%
23 Aug 2019
Joseph Sharp
Cold
Cold
Warm
Hot
Plan 2
Plan 1
Plan 2
Plan 3
Plan 4
$5,000
10%
10%
25%
50%
75%
100%
27 Jul 2019
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Contacted
Leslie Barlow 
Warm
Cold
Warm
Hot
Plan 1
Plan 1
Plan 2
Plan 3
Plan 4
$3,000
50%
10%
25%
50%
75%
100%
1 Jun 2019
Jack Burns 
Hot
Cold
Warm
Hot
Plan 4
Plan 1
Plan 2
Plan 3
Plan 4
$25,000
50%
10%
25%
50%
75%
100%
1 Jun 2019
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Meeting Scheduled
Anders Peterson
Warm
Cold
Warm
Hot
Plan 1
Plan 1
Plan 2
Plan 3
Plan 4
$3,000
50%
10%
25%
50%
75%
100%
31 May 2019
Sarah Bradley 
Warm
Cold
Warm
Hot
Plan 2
Plan 1
Plan 2
Plan 3
Plan 4
$5,000
75%
10%
25%
50%
75%
100%
15 Jun 2019
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Proposal Delivered
Gabriel Smith
Hot
Cold
Warm
Hot
Plan 4
Plan 1
Plan 2
Plan 3
Plan 4
$25,000
75%
10%
25%
50%
75%
100%
19 Jun 2019
Jennifer Webb 
Hot
Cold
Warm
Hot
Plan 3
Plan 1
Plan 2
Plan 3
Plan 4
$10,000
100%
10%
25%
50%
75%
100%
1 May 2019
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WON
Yasmin Brooks 
Warm
Cold
Warm
Hot
Plan 3
Plan 1
Plan 2
Plan 3
Plan 4
$10,000
100%
10%
25%
50%
75%
100%
17 Mar 2019
Clark Mayer
Cold
Cold
Warm
Hot
Plan 2
Plan 1
Plan 2
Plan 3
Plan 4
$5,000
75%
10%
25%
50%
75%
100%
1 May 2019
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Lost
Francis Delgado 
Warm
Cold
Warm
Hot
Plan 3
Plan 1
Plan 2
Plan 3
Plan 4
$10,000
50%
10%
25%
50%
75%
100%
31 May 2019
Adriana Barton
Cold
Cold
Warm
Hot
Plan 4
Plan 1
Plan 2
Plan 3
Plan 4
$25,000
25%
10%
25%
50%
75%
100%
27 Apr 2019
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