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Please rea

A

B

C

How to fill

12

3

4

5

6 Next action

7 To be sent

9 Please sav

Not to be u

The objecti

This sheet

Status date

Next action

Do not writ

Remarks c

or "similar

Site city is

The followi

allow man

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date is a date by when the next action must be done

every 1st, 3rd and 5th Monday of the month.

as " PT e.g. "PT Central 20.7.13"

sed for pricing

ve is to capture the projects and use this to support progress.

is to capture all the projects that we are working on

is the date on which you updated this entry or made changes in the entry

is the next action we need to take for e.g. " meet architect and convince them", "visit site", " give shade card".

e " to meet" but write " to meet architect for prices"

lumn is for any important comments or observtaion that you may like to share. For e.g. "client is pro green"

order got last year" or " very low price"

he city or town where the site is. In case of multiple sites for the same project please enter each site as a diffe

ng columns marked with this color header are to be selected from a drop down box in the cell and do not

al entries ( eg. Branch)

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Project Tracker Date

Sno. Zone Branch

Green

represenative

ame o n

client/ project

Name Lead source

Site

Town/City

Project

Category

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rc tect

Firm

Name

Architect

city/town

Contractors

Firm name

Contractor

City/town

Product

Category

Product

nos.

Design/Sp

ecies

ro uct

value Rs

lacs

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pecs

Single or

Multiple

ompet tor s

specified or

present Stage of Project

te an over

Month and

Year

Likey Supply

Month & Year

Status

Date

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Remarks Next Action

ext

action by

date

Order Won

Or lost

Won/Lost

Month & Year

Reason

Won/Lost

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