I have recently been given the task to try and create the following in MS Excel 2007:
  • A spreadsheet that can keep track of the new client acquisition process
  • would like to be able to move the client through four different phases; assigning each field as a new phase?
  • also would like to include some general information about the potential client; I am guessing by creating a second page that can contain information for all new client leads

Is a spreadsheet like this farily easy to create? Or has already been created that I may use and review as a template?

Thank you for your time and help!