Steel Service Oilfield Tubulars is looking for a Microsoft OneNote expert to design a shared, visually appealing, and easy-to-navigate Steel Service: notebook for our sales team. This will function as a lightweight CRM hub—without unnecessary software integrations—centralizing customer information, sales call notes, reports, market updates, and resources. The notebook should include consistent, branded templates for sections such as: Dashboard, Daily Highlights, Monday Meeting Notes, Customer Pages with account history, Weekly Reports, Market & Industry Updates, Presentations, Technical Data Sheets, Field Issue Logs, Large Account Playbooks, and Case Studies. It must be cohesive in look, easy to update, accessible to all team members via Microsoft 365, and structured so that any user can quickly find or add information.
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