Make Excel Spreadsheet

Accounting & Consulting Other - Accounting & Consulting Posted 2 years ago

Fixed Price

Delivery by February 14, 2013

$10.00

Budget

Details

I need an Excel spreadsheet made to track the status and results of my leads. I need the spreadsheet to include the following fields:

-Date Lead received
-First Name
-Middle initial
-Last Name
-Address, City, Zip
-Phone Number
-Lender name
-Yellow letter sent? Yes or No selections available in a drop down box and date field
-Received call from letter? Yes or No selections available in a drop down box. A Date field and a Notes field
-Called back lead? Yes or no selections available in a drop down box. A Date field as well as another drop down box with available selections of Call 1, Call 2, Call 3, Call 4, Call 5. Notes field drop down box with available selections of Spoke to Lead, No answer, Left Message, Left Voicemail. Appointment set field drop down box with Yes or No selections available. A Date field. Notes field blank for typing in additional notes.
-Door knocked lead? Yes or No selections available in a drop down box. A date field as well as another drop down box with available selections of Knock 1, Knock 2, Knock 3, Knock 4, Knock 5. Notes field drop down box with available selections of Spoke to lead, No answer, DM not home, Left message, Left info/door hanger. Appointment set field drop down box with Yes or No selections available. A Date field. Notes field for typing in additional notes.
-Next steps field for typing in additional notes
-Status field drop down box with available selections of Active, Pending, Dead

The spreadsheet needs to allow for fields to be manually typed into as well as the ability to have information imported in to the fields.

I need the spreadsheet done in the next couple hours as I have to present it in a meeting tomorrow morning 2/14/13.

Thanks

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Skills: typing

Skills Required:

Client Activity on this Job

Last Viewed: 2 years ago

Applicants: 7

Hired: 1


About the Client

(4.17) 3 reviews

United States
San Diego 01:50 PM

5 Jobs Posted
80% Hire Rate, 1 Open Job

$19 Total Spent
4 Hires, 0 Active

Member Since Jul 23, 2012