Every new corporate subscriber receives a welcoming packet. Included in this welcoming packet is a Client Profile Sheet template. It is important that you get all of you clients and leads into the CRM. We recommend that you use the CRM with the customer and input their info directly but we understand that isn't always possible so we also recommend that you make copies of this template and use it for when you don't have the CRM in front of you or can't take the time to input your customer's information directly into the CRM.
This template contains a series of fields for recording most of the information collected when entering a new client into the CRM. It is important to get as much information as possible to get the most out of the CRM.
If you have lost your Client Profile Sheet template and would like to download the excel spreadsheet version, we have attached it to this article for you.