call log tracker for sales calls and contacts

[Amber1023]

I need to create a sales call log tracker that would have various categories such as Landfills, Water treatment plant, Waste Management facilities, Plazas, Labpack businesses, industrial parks, & a few others)

I need to keep track of facility name, facility owner, owner/operator name of facility, address, county, contact name, contact phone number, contact email, date called, CICS employee name, notes, services interested in, services needed, follow up needed,action items, status

Ideally we want to have a Master Customer Contact list that will keep track of all our customers and previous jobs but also keep track of potential customers that we have spoken to with notes for future references.

Currently I have a workbook with various sheets that has a sheet for the various categories (Plaza list of contacts, Solid waste management contacts, Landfill contacts, etc) 

3 people are making calls off these lists so we need to track who was spoken to and outcome and what needs to be done. How can this be set up easily to add data to while calling etc

I attached a drop box link to the sample work book i have currently that needs to be fixed

https://www.dropbox.com/scl/fi/7dnn8hybwicla5c68a4fi/AN-samplle-sales-calls-tracker.xlsx?rlkey=1ll4a...

[#2]

@Amber1023 

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.