CRM Phase 1 - Flipbook - Page 115
CRM Record Creation
Exercise
Sales Person: Adrian Hammond Branch: TEL ............. Date: Today .............................
Title: Mr ... Initials: G .. First Name: Gordon ................... Surname: Clarke .....................
Home Address: ....................................................................................................................
............................................................................................ Postcode: ................................
Company Name: Whittaker & Co ......................................................................................... .
Address: Lloyds Bank Chambers, 4 High Street..................................................................
Wellington, Telford ......................................................... Postcode: TF1 2PJ ......................
Phone (Home): 01952 459862 - Monday Between 9.00am and 12.00pm ........................
Phone (Work): 01952 233625 ......................................
Fax: 01952 233626 ....................................................... Mobile: ..........................................
Status: Medium Business………………………………….
❑ Manager
❑ Transport Manager
COMPANY POSITION
❑ Buyer
❑ Motability
✓ Consultant
❑ Retired
❑ Dealer Advertising
❑ Franchise Marketing
SOURCE OF BUSINESS
❑ Existing Customer
✓ Local Newspaper
❑ Yellow Pages
❑ Trade Journal
❑ Computers
❑ Retail
❑ Licensed Trade
TYPE OF BUSINESS
❑ Marketing
❑ Manufacturing
❑ Armed Services
❑ Agriculture
✓ Accountants
❑ Clerical
Franchise: Vehicles ..............
VEHICLE REQUIRED
Model: Coupe............................... Variant: 2.0 Executive
Price Between: £16000 and £20000 ................................................ Monthly budget: £225
❑ Rugby
❑ Travel
HOBBIES
❑ Football
❑ DIY
✓ Golf
❑ Music
