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Updated over 11 years ago on . Most recent reply

User Stats

12
Posts
3
Votes
Terry Scott
  • Investor
  • philadelphia, PA
3
Votes |
12
Posts

Help With a lead Spread Sheet

Terry Scott
  • Investor
  • philadelphia, PA
Posted

im trying to create a spread sheet to track my sales leads as the  calls come in. I already have names,property info, first contact, last contact, next contact, number,email,source am i missing anything? Im also going to look into podio i hear thats a good crm site to use but i want to start with excel

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