The Sales-Marketing Records List Template Word is a comprehensive tool designed to help businesses keep track of their sales and marketing records. This template is perfect for businesses of all sizes, from small startups to large corporations. It is easy to use and can be customized to fit the specific needs of your business.

The Sales-Marketing Records List Template Word includes a variety of features that make it an essential tool for any business. It allows you to keep track of your sales and marketing activities, including customer interactions, sales leads, and marketing campaigns. You can also use it to track your sales and marketing expenses, such as advertising costs and promotional materials.

The template is designed to be user-friendly and easy to navigate. It includes a variety of fields that allow you to enter all of the relevant information about your sales and marketing activities. You can also customize the template to include additional fields that are specific to your business.

The Sales-Marketing Records List Template Word is a valuable tool for businesses that want to improve their sales and marketing efforts. By keeping track of your sales and marketing activities, you can identify areas where you need to improve and make changes to your strategy. This template is also useful for businesses that want to keep their sales and marketing records organized and easily accessible.

Overall, the Sales-Marketing Records List Template Word is an essential tool for any business that wants to improve its sales and marketing efforts. It is easy to use, customizable, and provides a comprehensive view of your sales and marketing activities. Get your copy today and start improving your sales and marketing efforts!

Sales-Marketing Records List Template

The Sales Manager and the Marketing Manager should maintain a Sales-Marketing Record List Template, which should be a complete list of Sales and Marketing records. AD1010-1 SALES/MARKETING RECORDS LIST, whether in hard copy or electronic form, should contain the following information on each record, at a minimum:

A unique identifier (e.g., sequentially numbered ID);
A description of the record;
The location of the record;
Minimum retention time; and
Directions for record disposition.

Sales and Marketing records should be retained for no less than the period of time required by applicable statutes, regulations, and/or contractual requirements. Unless otherwise indicated, those records should be disposed after their minimum retention time is attained. Sales and Marketing Managers should periodically (annually, at a minimum) oversee a review (or perform an audit) of their respective departments’ records in accordance with the company-approved audit procedure, to ensure that records are accurate, up-to-date, and located where they are supposed to be, according to the Sales/Marketing Record List.

Sales-Marketing Record List Template Details

Pages: 02
Words: 336
Format: Microsoft Word 2013 (.docx)
Language: English
Manual: Sales and Marketing
Category: Administration
Procedure: Records Management Procedure AD1010
Type: Guide