Sample Prospect/Contact Data Form

Tool/Example by C.J. HaydenThis sample form for collecting and filing information about prospects and contacts is designed to be used as part of a manual contact management system, or as an input document for a computerized system. It records your prospects’ contact information, when and where they came from, and what products and services they are interested in. Other data included is what client categories they belong to, any information they have been sent, and what mailing lists they have been subscribed to.

Prospect Data Form (PDF)

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