Daily, Weekly, Monthly Client & Prospect Tracker

Stav: Pending
Odměna: $162
Přijatých návrhů: 46

Instrukce k soutěži

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.

Doporučené dovednosti

Zadejte podobnou soutěž

Nejlepší návrhy této soutěže

df40 Argentina

0
UMISOLEHAH Malaysia

0
kashupeer02 Pakistan

0
NabilAhmedShakil Bangladesh

0
MahmoudRafatAli Egypt

0
pongkaj13 Bangladesh

0
OysterVM India

0
Mddelowarhossen Bangladesh

0
kalimzeeshan33 Pakistan

0
amitdas325 Nepal

0
bismillacomputer Bangladesh

0
GWCBiyanka Sri Lanka

0
sintaannuriyah08 Indonesia

0
SefatS3F47 Bangladesh

0
sk0476692 Bangladesh

0
aminamira120 Algeria

0

Zobrazit více příspěvků

Veřejná nástěnka k vyjasnění projektu

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