Call Management
Test Template
Sales Call Date
Operator
JOHNTE0 - john test opr 2
Representative
Kenray Admin
Distributor
CALIPROD - CALIFORNIA PRODUCE
Call Type
1 - Cold Call
1 - Cold Call
2 - Follow-up
3 - Ad Lead
4 - DSR Lead
5 - Mfg WorkWith
6 - DSR WorkWith
7 - District Meetin
8 - Acct Maintenanc
9 - Feeding
A - Prod Cutting
B - Bid Review
D - Distrib Sls Mtg
E - Food Show
F - Show Setup
G - In house Pres
H - Equipment
J - Distrib Call
K - DSR Name
I - Meeting
L - Office Cleanup
M - Video Work
N - Food Show Prep
O - Home Office Work
P - Travel Time
Q - Vacation Day
R - Holiday
S - Medical Day
T - Personal Day
Notes
Update test template
Principal
Product
Action
Qty Sold
Wky Usage
New Item
Notes
Follow Up
Action
MASMARTI - MASTER MARTINI
3237 - Itln Sub Roll 9" Slcd
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
SMAR - Smart Flour Foods
PC10TA - 10" Tavern Style Tn Pizza Crust GF
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
SMARTDRY - Smart Flour Foods Dry
00115 - White Chocolate Macadamia - Tub
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
SMARFLOU - Smart Flour Foods
1107 - Mezzaluna Ital Fontina Whl 1
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
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