Daily, Weekly, Monthly Client & Prospect Tracker

Status: Pending
Hadiah: $162
Penyertaan Diterima: 46

Ringkasan Peraduan

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.

Kemahiran Disyorkan

Siarkan Peraduan Seperti Ini

Penyertaan teratas dari peraduan ini

df40 Argentina

0
UMISOLEHAH Malaysia

0
kashupeer02 Pakistan

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NabilAhmedShakil Bangladesh

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MahmoudRafatAli Egypt

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pongkaj13 Bangladesh

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OysterVM India

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Mddelowarhossen Bangladesh

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kalimzeeshan33 Pakistan

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amitdas325 Nepal

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bismillacomputer Bangladesh

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GWCBiyanka Sri Lanka

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sintaannuriyah08 Indonesia

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SefatS3F47 Bangladesh

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sk0476692 Bangladesh

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aminamira120 Algeria

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Lihat Lebih Banyak Entri

Papan Penjelasan Umum

kashupeer02
- 1 bulan yang lalu
please visit my entry # 48.
- 1 bulan yang lalu
aminamira120
- 1 bulan yang lalu
Good luck everyone guys
- 1 bulan yang lalu
pongkaj13
- 1 bulan yang lalu
Please see my entry #45
- 1 bulan yang lalu
mohannadraza
- 1 bulan yang lalu
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 bulan yang lalu
Shamir206
- 1 bulan yang lalu
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 bulan yang lalu
mr10rabbi
- 1 bulan yang lalu
i need work
- 1 bulan yang lalu
Junayed1340
- 1 bulan yang lalu
Please see my entry #10
- 1 bulan yang lalu
manish18q
- 1 bulan yang lalu
Working
- 1 bulan yang lalu
mdmahad31
- 1 bulan yang lalu
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 bulan yang lalu
Abkbnd
- 1 bulan yang lalu
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 bulan yang lalu