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Contact Report
Purpose: Record information from a call to be entered into the development system.
Used by: Development officers, data entry staff.
 
Name:
  ID number:

Address:

E-mail:
Telephone:
Contact Type:

Personal visitCampus visitLetter/emailTelephone callEvent
Other 
Purpose of contact:
How do you know this person:
Did you give this person anything:
Best possible outcome:
Least possible outcome:
New information:
(Anything you learned about the person's interests, family, civic/business affiliations:
Response:
(Comments on how positive or negative the person was to your contact and not any comments made by the person that will help and improve our relationship with them, etc.)
Next steps:
(What you would recommend as a next step and when. What will you do next and when?)
Additional comments:
Submitted by:
Date:
 

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