You can find a free BNI tracking template on Google or any other paid site that offers a tracking tool. The way that they get their numbers so high is simple really. Every time someone calls in over a three-hour time frame to their business the system will automatically capture the information into a spreadsheet. This spreadsheet is then emailed directly to the person’s cell phone or email inbox. This then allows the person to view the tracking report over their three hours of calling.
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Free converter show details for your BNI tracking
How do you use this free converter to show details for your BNI tracking? Here’s how it works. Every time someone calls into your company’s sales support line within the last three hours; a tracking report will be emailed to you. This report will list the name of the caller, their contact information, their order number, how long they called in, the number of times they called, and even how many times they called in.
Through the Microsoft Excel document
If you have a Microsoft Excel document, then you can download your own version of the template from BNI’s website. Once you’ve downloaded the template, you simply need to open it up in Microsoft Excel. Click “file” and choose the format that you want to use (Excel, text, or HTML). Now you’re ready to copy and paste the information into your Microsoft Excel document. It really is as easy as pie!
Other ways to track the log converters online for free
Some websites offer tracking log converters online for free. However, since these websites require you to use their server software, you will not receive any credit when you make a purchase. As far as cost goes, tracking log converters aren’t usually more than $40, but you do have to pay a monthly fee to keep receiving your tracking report. That said, it is still a very small price to pay for all the benefits you will receive by converting your hard copy BNI tracking log into an easily usable HTML format. In the end, it is definitely worth the money.
Read Also: Old Dominion Tracking
Using Microsoft Excel to Google Analytics
Another way you can keep track of your leads using Microsoft Excel is to get a free template called “Microsoft Excel to Google Analytics”. This template will convert your Excel log sheets into a Google accounts-friendly format. How it works is that you import your Excel data into this template. You also have the option of keeping track of contacts via phone number, email address, and website. If you’re looking for a BNI tracking template to make it easier to manage leads with Microsoft Excel, then this is definitely the one for you.
Convert your BNI tracking reports into a PDF format
Last, but not least, it would be best if you could convert your plain-text BNI tracking reports into a PDF format. There are several free open-source PDF converters online, such as the Open Office. However, if you want to be able to show detailed information about your BNI leads, you would do well to turn your raw data into a PDF file instead of just converting it to a Word document or whatever other document you may use.