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CRM Template with 2020 Calendar

2020 NOTES

January February March

Su M T W T F Sa Su M T W T F Sa Su M T W T F Sa
1 2 3 4 1 1 2
5 6 7 8 9 10 11 2 3 4 5 6 7 8 3 4 5 6 7 8 9
12 13 14 15 16 17 18 9 10 11 12 13 14 15 10 11 12 13 14 15 16
19 20 21 22 23 24 25 16 17 18 19 20 21 22 17 18 19 20 21 22 23
26 27 28 29 30 31 23 24 25 26 27 28 29 24 25 26 27 28 29 30
31

April May June

Su M T W T F Sa Su M T W T F Sa Su M T W T F Sa
1 2 3 4 1 2 1 2 3 4 5 6
5 6 7 8 9 10 11 3 4 5 6 7 8 9 7 8 9 10 11 12 13
12 13 14 15 16 17 18 10 11 12 13 14 15 16 14 15 16 17 18 19 20
19 20 21 22 23 24 25 17 18 19 20 21 22 23 21 22 23 24 25 26 27
26 27 28 29 30 24 25 26 27 28 29 30 28 29 30
31

July August September

Su M T W T F Sa Su M T W T F Sa Su M T W T F Sa
1 2 3 4 1 1 2 3 4 5
5 6 7 8 9 10 11 2 3 4 5 6 7 8 6 7 8 9 10 11 12
12 13 14 15 16 17 18 9 10 11 12 13 14 15 13 14 15 16 17 18 19
19 20 21 22 23 24 25 16 17 18 19 20 21 22 20 21 22 23 24 25 26
26 27 28 29 30 31 23 24 25 26 27 28 29 27 28 29 30
30 31

October November December

Su M T W T F Sa Su M T W T F Sa Su M T W T F Sa
1 2 3 1 2 3 4 5 6 7 1 2 3 4 5
4 5 6 7 8 9 10 8 9 10 11 12 13 14 6 7 8 9 10 11 12
11 12 13 14 15 16 17 15 16 17 18 19 20 21 13 14 15 16 17 18 19
18 19 20 21 22 23 24 22 23 24 25 26 27 28 20 21 22 23 24 25 26
25 26 27 28 29 30 31 29 30 27 28 29 30 31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of
any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to this spreadsheet.
Any reliance you place on such information is therefore strictly at your own risk.

487180067.xlsx
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CRM template with 2020 calendar, broken down by month.

Every spreadsheet contains a monthly CRM matrix and an annual calendar for 2020.

Enter customer data for the month into the matrix on the corresponding spreadsheet.

Yearly calendars are pictures, for reference only.

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of
any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to this spreadsheet.
Any reliance you place on such information is therefore strictly at your own risk.

487180067.xlsx
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CRM Template with 2020 Calendar

January

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
Acme (201) 555- 1-202-555- 3793 Bryan
1 CS0001 Inc.
John Doe HR manager www.acmeinc.com $ 5,000.00 ASAP 8/25/2020 Give a call 10/25/2020 Active Jane Doe john.doe@acmeinc.com
0123 135 Avenue
HEWITT Minnesot 56453 US
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

487180067.xlsx
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CRM Template with 2020 Calendar

February

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

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CRM Template with 2020 Calendar

March

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

487180067.xlsx
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CRM Template with 2020 Calendar

April

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

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CRM Template with 2020 Calendar

May

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

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CRM Template with 2020 Calendar

June

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

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CRM Template with 2020 Calendar

July

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

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CRM Template with 2020 Calendar

August

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

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CRM Template with 2020 Calendar

September

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

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CRM Template with 2020 Calendar

October

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

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CRM Template with 2020 Calendar

November

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

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CRM Template with 2020 Calendar

December

2020 ADDITIONAL NOTES FOR THE MONTH

CRM

LEAD COMMUNICATION LOG CONTACT

COMPANY CONTACT PROJECTED DATE OF LAST DATE OF NEXT
DATE ID CONTACT NAME WEB LINK COMMENTS NEXT ACTION TO TAKE STATUS OF LEAD SOURCE OF LEAD EMAIL ADDRESS PHONE FAX MAILING ADDRESS CITY STATE ZIP COUNTRY
NAME POSITION SALE CONTACT CONTACT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Note: This spreadsheet is for informational and educational purposes only. Tipsographic makes no representations or warranties of

487180067.xlsx
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License Agreement for Using Our Templates

CRM Template with 2020 Calendar

By Tipsographic.com
https://www.tipsographic.com/.../crm-template-with-calendar/

© 2015-2020 Tipsographic.com. All rights reserved

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487180067.xlsx