Shared Customer Contact Log and Form Template

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Shared Customer Contact Log & Form

Shared Customer Contact Log and Form
 

Track customer engagement with this simple call log and always have the most current information at your fingertips. Group rows by customer, or create separate sheets for each customer.

Template design and key features

 

Customizable Columns

 
Hot
Flag hot leads & important communication
 
Date
Set the date of contact using the date picker
 
Comment Log
Enter contact comments in the Primary Column (used for Smartsheet automated emails)
 
Company
Add the company in this dropdown — edit dropdown values in Column Properties
 
Company Contact
Add the company contact in this dropdown — edit dropdown values in Column Properties
 
Dept
Add their department in this dropdown — edit dropdown values in Column Properties
 
Action
Add the next action in this dropdown — edit dropdown values in Column Properties
 
Logged By
Pick the person logging the contact from your Smartsheet contacts

Collaborative Features

 
File Attachments
Store quotes, POs, & other files
 
Alerts & Reminders
Set alerts for follow-up & sheet changes
 
Comments
Log customer details, emails, & notes
 
Gantt Chart
Enable Gantt view to see a timeline
 
Calendar View
View & edit contacts in a calendar
 
Row Hierarchy
Organize rows into collapsible sections
 
Sharing
Collaborate in real-time with your team
 
Update Requests
Request updates on contact follow up
 
Web Forms
Collect contacts from your website
 
Mobile App
View & update your contact log on the go

Using the Web Form to collect customer outreach

 

Sharing with different access levels

 

Collaborating on the customer contact log with your team

 

Getting updates on follow up from your team

 

Connecting with your apps

 

Learning resources