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The Sales Team Starter Kit
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The Sales Team Starter Kit
Building a rolodex

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CRM

Manage your customer relationships and interactions.
💡 Copy this template or type /crm in your doc.
Add contact information for customers and track your interactions.
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Add company
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Add contact
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Add interaction
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Companies
1
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Blocks, Inc.
Chris Andrews, Moira Boise
Code Company
Lucy Xander
Company Name
Blocks, Inc.
Logo
Physical Address
321 Building St
Status
Active
General notes
First requested a demo through the website.
Downloaded the e-book.
Initial meeting - 12/1/2018 - See meeting notes for full details
Follow-up meeting booked for 1/16/2019
Contacts
1
2
Name
Title
Email
Chris Andrews
CMO
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chris@blocks.io
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Moira Boise
Product Marketer
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mora@blocks.io
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There are no rows in this table
Activity
1
Subject
Date
Note
Follow-up
1/16/2019
Make sure to mention their recent product launch.
There are no rows in this table
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Contacts
Name
Company
Title
Email
1
Chris Andrews
Blocks, Inc.
CMO
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chris@blocks.io
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2
Moira Boise
Blocks, Inc.
Product Marketer
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mora@blocks.io
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3
Lucy Xander
Code Company
IT Admin
lucy@codeco.com
There are no rows in this table
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Interactions
Company
Date
Subject
Note
1
Blocks, Inc.
1/16/2019
Follow-up
Make sure to mention their recent product launch.
2
Code Company
5/1/2019
Onsite meeting
Pull in Polly to help prep for meeting.
There are no rows in this table
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