Customer enquiry tracker

TVT Business & Digital Solutions · Blank working template

Record the request, assign an owner and set a follow-up date. Suggested statuses: New, Contacted, Quoted, Won, Lost. Store downloaded customer details securely.

Download and open this HTML file in your browser. Click the blank cells to type, then print or save as PDF to retain your completed work. Entries are not automatically saved and are lost when you reload or close this page. Print or save PDF before closing; the PDF is a snapshot, not an editable saved worksheet. This template does not calculate totals. Twenty blank rows are provided; use another copy if needed.

Worked example (fictional)

ReceivedCustomer / referenceRequestOwnerNext follow-upStatus
2026-10-01Sample leadWebsite enquiryOwner2026-10-03New

Your working copy

Business: ____________________

Period: ____________________

ReceivedCustomer / referenceRequestOwnerNext follow-upStatus
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      

Need a spreadsheet with automatic calculations or a connected workflow? Contact info@tvt.com.na · www.tvt.com.na