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10 Excel Secrets Everyone Should Know

SalesHQ and Richard Rinyai

August 18, 2009

2. Creating Call Logs

I used to track calls for one of my past employers, when I used to work at a securities firm as an Investment Advisor Assistant. The way I would do it is that I would create a Microsoft Excel spreadsheet for the month. I say month, since I would create a sheet for each week, having the “from” and “to” dates in the sheet name.

Then I would create worksheets within each sheet with headings such as:

  • Name

  • Time of Call

  • Reason for Call

If you work for more than one manager or you need to track calls for more than one person, you might want to create a heading that states something like “Person Receiving Call” or something along the lines of this.

Remember to create a filename for each year, so you can keep yourself organized. Also, remember to archive these files, just in case you need to go back and check who called when for what reason. You can purge the files as needed, depending on your company’s situation and/or policy.