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Sales Prospecting Management Form
A sales prospecting management form is used by sales representatives to manage and keep track of their prospecting progress. This free Sales Prospecting Management Form template allows you to make a log of people that you have contacted and whether you have already approached them or not. The contact information of the person (name, email, phone) will be recorded along with the date. You can also store their responses in the form of a checklist. If you are looking for a simple method to keep track of your prospecting progress, consider using this form template.
Just customize the form to match the way you work, embed it on your website, share a link with your leads, and get the information you need. With Jotform’s free integrations, you can easily convert responses into PDFs, add them to your CRM system, or send them to other platforms.