July 15, 2018December 1, 2019 admin call log template, call log template excel, call log template google docs, call log template pdf

Call Log Template

Making Your Call Log Template At Home

Are the phone calls you make essential, or will the data be needed in the future? If so, you need to create a call log template to record everything.

Call log records are relevant information related to salespeople, calls from customers, or other contacts in a simple format. This information is crucial to track how requests are responded to, and it is far away to keep customers satisfied. When the connection calls again, you use this information as a reference, and you can use the log to total calls and sales activities.

To overcome problems like you have to record a lot of calls into a neat document, then the answer is you need to create a call log template every time you make a phone call.

Create Your Call Log Template

Creating a call log template is very easy and doesn’t require a lot of steps.

1. Determine what information you need to record

To create your call log template, write the information you want to track, such as the name of person/company called, phone number, date, time of call, length of the call, the purpose of the call, and follow-up needed. Open the Excel application and create a new worksheet file. First, on the top line, write down the information that has been determined before, from left to right. Adjust the width of each column with the data written.

2. Makes a table of a template using Microsoft Excel

Make the number of columns in the table match the amount of information you need to include in the model. The top line containing the call log information can be colored in the background to be the highlight of the template that you created.

3. Print out your template

After the table has been designed, your call log template creation is complete. Print a template that has been rechecked using commonly used paper such as A4 or F4 paper. Paper templates are placed on the telephone table to make it easier for you to take notes while on the phone.

4. How to use call log template

You need to provide a pen beside the print-out template, so when you get an urgent call, you can immediately record it. You can fill in the model while you are still receiving calls, such as writing the caller’s name, time, and the reason why they call. After the phone call is ended, immediately complete the template before you forget.

The call log template is beneficial for you to record all-important calls. Information that has been recorded is likely to be needed in the future for specific purposes.