Sales Call Plan Template Excel

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By Jerome Clatworthy

Creating a sales call plan template in Excel can be incredibly useful for those who are looking to track their progress and document important information. It’s easy to set up, with all the necessary columns like customer name, date of call, product/service offered, outcome of conversation and follow-up actions. This will help you stay organized while ensuring that each sales opportunity is tracked properly.

Another article that could be of assistance is this one: Sales Call Points

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