Before Monday I was tracking new leads through a mix of word documents with notes, calendar invites and emails.
Now I have everything gathered in one place with easy access for the rest of my team to follow the progress as well as contribute. As we are operating in 5 countries across the globe it's a huge help to have a board like this to make sure we're all in the loop at all times.
I use it to plot in new prospects and add status, notes, meetings, contact details etc.
Why would you recommend this template to anyone managing clients?