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

  1. Enter values in each of the cells.
  2. Right-click on the chart.
  3. 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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