Daily, Weekly, Monthly Client & Prospect Tracker

  • 진행 현황: Pending
  • 상금: $162
  • 응모작 접수(건수): 46

콘테스트 개요

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.

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  • kashupeer02
    kashupeer02
    • 1년 전

    please visit my entry # 48.

    • 1년 전
  • aminamira120
    aminamira120
    • 1년 전

    Good luck everyone guys

    • 1년 전
  • pongkaj13
    pongkaj13
    • 1년 전

    Please see my entry #45

    • 1년 전
  • mohannadraza
    mohannadraza
    • 1년 전

    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.

    • 1년 전
  • Shamir206
    Shamir206
    • 1년 전

    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 ,

    • 1년 전
  • mr10rabbi
    mr10rabbi
    • 1년 전

    i need work

    • 1년 전
  • Junayed1340
    Junayed1340
    • 1년 전

    Please see my entry #10

    • 1년 전
  • manish18q
    manish18q
    • 1년 전

    Working

    • 1년 전
  • mdmahad31
    mdmahad31
    • 1년 전

    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.

    • 1년 전
  • Abkbnd
    Abkbnd
    • 1년 전

    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.

    • 1년 전

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