Sales Prospect File

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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 
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

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