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2010 SCA Contact List Template Here is a sample - and the template - to use to capture EVERY customer you contact as an advisor.

2010 SCA Contact List Template Revised for Daily Use I copied the columns we typically use and inserted them at the front of the sheet. So this one has Last name, first name, phone, email, SCA#, Contact Date first. Then when you turn in the sheet just copy those columns back to their correct slot. Feel free to use this if you find it helpful!

Instructions

  1. Don't change width of columns - the system counts spaces when converted to text.doc to be imported into assist
  2. You must have the first name and last name
  3. You must have either email or phone, but we would prefer to always have email if at all possible
  4. Add any additional info - such as country - if you have it, you don't have to add the entire address
  5. Title - include your name and the beginning date of your form, including month, day, and year
  6. Use all CAPS on the form
  7. The date format --- year month day --- be sure to use two numbers for month and day and four numbers for the year.
  8. We may turn in the form weekly, bi-weekly, or monthly --- wait for an update

Codes for the SCA Contact List:

  • Sherry Rigel - RIG
  • Melanie Jimerson - JIM
  • Brenda Theune - THE
  • Sheila DelCharco - DEL
  • Lori Shellabarger - SHE
  • Tonnie Mason - MAS
  • Cathy Anderson - AND
  • Sally Davidson - DAV
  • Barbara Walsted - WAL
  • Rhonda Warren - WAR
  • Karla Cook - COO
  • Michael Ann Rentz - REN
  • Vickie Olson - OLS
  • Deborah Miller - MIL
  • Judy Wnuk - WNU