How can I track Sales Leads?

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How can I track Sales Leads?

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How can I track Sales Leads?

Postby cGxheXdvcmtz » Wed, 06 Apr 2005 02:25:04 GMT 

I would like to track sales leads through Outlook & excel...any suggestions 
regarding software would be appreciated.
Top

Similar Threads:

1.should i use contacts or the BCM to track initial sales leads 

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2.need to track sales leads and appointments what software do I nee 






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Trying to get a template to record inventory; then sales with shipping costs 
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Date Purchased; Item (each item is unique); Cost; Listing Fees;  Date Sold; 
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4.Report To Track Daily Sales By Sales Person

My data records look like so:					
					
Date	Type	OrderStat	Sales	Qty	
20070117	Order		LM	2	
20070117	Cancel	Cancel	CM	2	
20070117	Order		SG	10	
20070117	Order		LM	1	
20070116	Cancel	Cancel	CM	1	
					
Is it possible to create a report like this:					
					
Date	Sales	Order	OrderQty	Cancel	CancelQty
20070117	LM	2	3	0	0
20070117	CM	0	0	1	2
20070117	SG	1	10	0	0
20070116	CM	1	5	2	6
20070116	SG	1	4	0	0
					
So for each date in the database and each sales, Order Column is the count 
					
of Type=Order, OrderQty Column is sum of qty where Type=Order, Cancel Column 
					
is count of Type=Cancel, etc.					
					
Thanks you in advance.					







5.Sales Lead Sheet

Where do I find a Sales Lead Sheet template?






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8. convert lead to opportunity through sales for outlook


 
 
 
 
 
	









	

	
		
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