Customer Call Tracking Sheet

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Customer Call Tracking Sheet
Find Process Servers Anywhere
Date
Customer Name
Type of Service
Referred by
Notes
“Referred by” - use this field to track how the customer found you (, referral, etc.)
“Notes” - you can use the notes section to track whether you actually received the business and numerous other items. Write down the customer’s number for follow-up.

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Parent category: Business
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