Daily, Weekly, Monthly Client & Prospect Tracker

  • Status: Pending
  • Pris: $162
  • Bidrag mottagna: 46

Tävlingssammandrag

I am a financial advisor looking for a spreadsheet that allows me to track my daily, weekly, and monthly activites & contact with clients and the same for prospects with the attached categories. I'd like to have all of the individual sheets feed data into the next (i.e daily adds to weekly and so on). I'd also like a sheet with a total list for the day, week, month, year. I'd also like an area to leave notes. Another feature is the ability to track prospecting, lead, and client sales stage. I've had a very difficult time creating a spreadsheet that encompasses all of these features. I currently have 10 different spreadsheets. I would prefer if there are also sheets that copy information and input it into a sheet specific for the bulk lead import format for Salesforce. As a side note, I have ADHD and looking for a esthetically pleasing color coordinated document so that I stay organized. Let me know your thoughts.

Rekommenderade kompetenser

Inga vinnare ännu
Lägg upp en liknande tävling

Topp bidrag från den här tävlingen

Visa fler bidag

Klargörandetavla

  • kashupeer02
    kashupeer02
    • 1 år sedan

    please visit my entry # 48.

    • 1 år sedan
  • aminamira120
    aminamira120
    • 1 år sedan

    Good luck everyone guys

    • 1 år sedan
  • pongkaj13
    pongkaj13
    • 1 år sedan

    Please see my entry #45

    • 1 år sedan
  • mohannadraza
    mohannadraza
    • 1 år sedan

    HI,
    It is requested to not award the project before the deadline, I am currently in process of creating a color coordinated project management chart for you in excel, that will also include the details you have attached.

    • 1 år sedan
  • Shamir206
    Shamir206
    • 1 år sedan

    Hello please check #28 , I have completed the table according to the data that you provided in your post. I added all the data that you requested in one table. - In the second picture, I attached a model as an example ,

    • 1 år sedan
  • mr10rabbi
    mr10rabbi
    • 1 år sedan

    i need work

    • 1 år sedan
  • Junayed1340
    Junayed1340
    • 1 år sedan

    Please see my entry #10

    • 1 år sedan
  • manish18q
    manish18q
    • 1 år sedan

    Working

    • 1 år sedan
  • mdmahad31
    mdmahad31
    • 1 år sedan

    Dear Client, It's really a big chance for our skills check out purpose. Let's start! I see your all requirement and I can do it all as per your advice.

    • 1 år sedan
  • Abkbnd
    Abkbnd
    • 1 år sedan

    Hi, reading your presentation of the project, I suggest you create a windows application that can help you store your data, analyze and display your data according to your needs.
    I can create this with WINDEV. More details you can contact me.

    • 1 år sedan

Visa fler kommentarer

Hur du kommer igång med tävlingar

  • Lägg upp din tävling

    Lägg upp din tävling Snabbt och enkelt

  • Få massvis med bidrag

    Få massvis med bidrag Från världens alla hörn

  • Utse det bästa bidraget

    Utse det bästa bidraget Ladda ner filerna - enkelt!

Lägg upp en tävling nu eller gå med idag!