Customer Contact List Excel

7
Jun

A Customer Contact List Excel Template can help you organize and keep track of customer information all in one place. This is important if you want to contact various customers about new deals and do not want to search all over for the contact information. With this easy to use Excel template available for download here, you can save yourself a lot of time and hassle.

How to Use the Customer Contact List Excel Template

The first information that you will need to enter into Customer Contact List Excel Template is a customer identification number. You can make this yourself to help quickly identify a customer at a later time. The next information is the company name and the contact name of the customer followed by the billing address, city, state or providence, postal code, and country or region.

After you have completed these areas you can move on to the contact title, phone number, fax number, and e-mail address. With all of this information entered in one place you can quickly and easily use this document as reference in the future.

The last bit of information is open ended. The column named notes is to put any additional information you see fit about the customer. After you have completed this for your first customer, you can go on and do the same for another and another until you have entered information for all your current customers.

Tips on Using the Customer Contact List Excel Template

Before you begin filling out this spreadsheet, you may want to try to gather all of this information. The process will go much faster if you have all the information together before you begin. If you are missing some information, you may want to use the other information that you have to try and fill in the rest of the blanks.

For instance, if you have an e-mail address or phone number but do not have the address, try contacting the customer and getting the information from them. As you get new customers, update the list and get all the information you need when you first meet them to make further additions to this quicker and easier.

The Customer Contact List Excel Spreadsheet available for download on this page is easy to use and can help you get all the information about your customers in one place. Keep it updated often and when you have your next big sale, send the information out to all of your customers by quickly and easily using the information you have entered.

Download: Customer Contact List Excel

Leave A Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload CAPTCHA.