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

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Sales Calls History

Comments

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General Comments

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