Sales Prospect File
New Prospect Current Client Follow-up Date _________________
Company Name __________________________________________________________
Contact _________________________________________________________________
Title _________________________________ Phone ____________________________
Address ________________________________________________________________
Source of Initial Contact
Call-in Direct Mail Referral—by Whom? ____________________________
Current Supplier _________________________________________________________
Approximate Monthly Sales Volume _________________________________________
Action Taken to Follow-up
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
Sales Calls History
Comments
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
General Comments
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
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