Worksheet

CRM gap tracing sheet

Ten rows fill this sheet. Columns record the phone number as stored, the channel used for the last reply, the contact name in the CRM and the date of that reply. Further columns show whether a lead or activity exists, what the webhook log says, whether a second record shares the number and which message was lost. The last column gives a break number from one to five, then names the fixer responsible for closing it within the week.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why WhatsApp replies never reach the CRM record”, www.gullysystem.com/blog/why-whatsapp-replies-never-reach-the-crm-record