The lightweight CRM factory template is a very basic template for tracking business relationships. It is designed for individual use and is intended for business networking and/or lead tracking.
This tracker basically consists of:
The tracker includes a number of lists for all the contacts, contacts with follow-up needed and contacts with no follow-up planned. The due date and urgency of a follow-up contribute to an overall priority; this overall priority is used to sort the “Needs Follow-up” list.