Forum Discussion
call log tracker for sales calls and contacts
I attached a drop box link to the sample work book i have currently that needs to be fixed
In all candor, "needs to be fixed" is an understatement. A major understatement,
What you need is a total redesign. Going by the dimensions of the task, you would appear to be part of a quite large organization, an organization that should be able to afford to bring in an expert in designing exactly what you need for your precise situation. (For the record, I am not suggesting myself--I'm a retiree in my 80s, not looking for work.)
Where I think an expert would begin is in the consolidation of all of those separate sheets you currently have the various categories of customers/clients--the organizations on which your reps are making those calls you need to track. With paper records, it makes sense to separate Solid_Waste_Management from Wastewater_Treatment, etc., etc. But for use in a smooth Excel-based tracking system it would make more sense to have a single database that identifies what category applies to each customer/client, but puts them all together in a single table, designed so as to hold all the pertinent info on each in a consistent way.
While we're on the subject of those extensive sheets of customers/clients, you are posting in a public forum data in that file that probably should be kept confidential--names and phone numbers in particular. I'm sure some of those contacts would not appreciate the liberties you've taken with that information. Because those positions and people are somewhat public to begin with, it's probably not a serious issue, but frankly I think you should remove that link to your real file and--if you still want to solicit advice here in this forum--post a link to a sample file that has real names and phone numbers removed.