CUSTOMER FOLLOW-UP LIST
Name Primary Phone # Campaigns Remarks
E-mail Address Secondary Phone #
1.
2.
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4.
5.
6.
7.
8.
9.
10.
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12.
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15.
In the top half of the Campaign box,...
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CUSTOMER FOLLOW-UP LIST
Name Primary Phone # Campaigns Remarks
E-mail Address Secondary Phone #
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
In the top half of the Campaign box, fill in the amount of the order.
In the bottom half, use the following codes: B = Brochure Left.
Next campaign, follow up in person, by phone or by e-mail.
CB = Call Back this campaign.
NO = No Order.
Call back next campaign.
E = Enrolled as an eCustomer.
NC = No Contact.
Call back this campaign.
H = Helper.
Mary Smith 555-777-5678 30.
00 15.
50 25.
00 17.
50 9.
99 34.
00 12.
99 16.
50 26.
00 29.
99 Deliver after
Mary.
Smith@provider.
com 666-888-5678 B B B B NO B B NO B B NO B B/E 7:00 p.
m.
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