Instructions: Place several copies of this form on a clipboard leaving it easily accessible throughout the workday. Each time you initiate or receive communication relative to a job or project, write it down. This worksheet is a useful tool for tracking communications relating to sales and/or research projects and may also serve as a source document for data entry into a contact management system.
*Action Codes: M - Mail Info. F - Fax Info. E - Email Info. C - Call Again Other: __ - _______________
|DATE||CONTACT||DESCRIPTION||LEFT MSG.v||ACTION RQD.||CLOSED DEAL>||TIME INVESTED|