中文版:请帮我制作一套客户管理Excel表格,用于销售团队管理客户资料、跟进记录和成交情况。

建立“客户信息”“客户跟进”“商机管理”“成交记录”“客户分类”和“客户分析”工作表。

客户信息包括客户名称、行业、地区、联系人、联系方式、客户等级、来源、负责人、首次联系日期和当前状态。

跟进表包括跟进日期、跟进方式、沟通内容、客户需求、客户反馈、下一步行动和下次跟进日期。

自动计算客户数量、有效客户数量、跟进客户数量、成交客户数量、成交率和客户贡献金额。

通过条件格式标记长期未跟进客户、即将到期的跟进任务和高价值客户。

请设计筛选、排序和数据验证规则,让销售人员可以持续维护。

英文版:Create a customer management Excel workbook for a sales team to manage customer information, follow-ups, opportunities, and sales outcomes.

Create worksheets for customer information, follow-up records, opportunity management, closed deals, customer segmentation, and customer analysis.

Customer information should include customer name, industry, region, contact person, contact details, customer tier, source, account owner, first contact date, and current status.

Follow-up records should include follow-up date, communication method, discussion summary, customer needs, feedback, next action, and next follow-up date.

Automatically calculate total customers, qualified customers, active follow-ups, closed customers, conversion rate, and customer revenue contribution.

Use conditional formatting to highlight customers who have not been contacted recently, upcoming follow-up tasks, and high-value customers.

Add filtering, sorting, and data-validation rules so the sales team can maintain the workbook continuously.

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