Excel Templates
Excel Template – Customer Referrals
Use this Excel template to track customer referrals.
Download Excel template
Download: Customer Referrals
File format: Excel.xlsx
How to use the Excel template
- Enter values in each of the cells.
- Right-click on the chart.
- Refresh the data.
Template Contents
For each employee, capture the following:
- Customer Name
- Your company’s product
- Customer contact name
- Customer Phone
- Customer email
- Sales Contact
- Stage in the referral process
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