BlackDog CRM example report 841 (column sort, company, region, sector and industry specific capable) copyright © 2008
BlackDog CRM example report 841 (column sort,
company, region, sector and industry specific capable) copyright
©
2008
|
Client |
Rating |
First Contact |
The Next steps |
||||||||||||
| Discovery | Qualify | Needs | Contact | Forecast | Projection | Position | Authorized | Discovery | Present | Interview | Offer | Start | |||
| Aig |
 |
|
|
Bob Smith (Manager) |
|
07/24/08 |
 |
|
|
|
|
|
|
|
|
||||
 |
Ann Jones (Analyst) |
|
09/17/07 |
|
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|
|
Joe Gold (Sales VP) |
|
03/03/08 |
|
|
|
|
|
||||||||
|
|
Bill Crisp (CFO) |
 |
10/01/08 |
|
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|
|
Mary Waller (COB) |
|
05/05/08 |
|
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|
|
Jack Thompson (Director) |
|
09/07/07 |
|
|
|
|
|
|
|
|
|
|
|
|
|
| Anthem |
|
|
|
Ben Lytle (COB) |
|
07/24/08 |
|
|
|
|
|
|
|
|
 |
Jacki Goldberg (Manager) |
|
07/24/08 |
|
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|