Moving Lead
Sample
Leads are
provided via email directly to you. Each listing is comprised of an Excel
spreadsheet ready for importation into your CRM system. We also provide a
Word document so that you may print hard copies if needed.
COMPANY: Belukas & Associates CONTACT: Mr. Richard Connors TITLE: V.P. Adm. PHONE:
415-555-4800 FAX: 415-555-4900 ADDRESS:
1115 Broadway ADDRESS2: San Francisco CA 12345
MOVE (yy/mm):
11/01
EMPLY: 65 PC's: 53 NOTES: Financial Planning - Main Ofc. PHONE SYS: Executone IDS108 EMAIL:
rpc@belukas.com WEB:
www.belukas.com
NOTE: ASCII comma-delimited files may be imported easily
into virtually all of the popular word processing, spreadsheet and
database software programs on the market today. Among those are:
Microsoft Word, Access, Excel, Act, Goldmine, Works - virtually
any program that has a data import feature. |
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Record
Layout
In order to
accommodate custom mailings and mail merges, each record contains
additional fields of information that will allow you to personalize
your communications.
COMPANY:
SALUTATION:
FIRST NAME:
LAST NAME:
TITLE:
PHONE: FAX NUMBER: ADDRESS: CITY:
STATE: ZIP CODE: MOVE DATE (yy/mm) NO. OF
EMPLOYEES NO. OF PC'S: CO. TYPE: TELEPHONE SYS
EMAIL: WEBSITE: RATING:
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