Sales prospect file

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 ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________