Call Management
Shawn Test Template
Sales Call Date
Operator
EVANSVI1 - Evansville Protestant Home
Representative
Shawn Mathes
Distributor
SHAWNTE - Shawn Test
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
Principal
Product
Action
Qty Sold
Wky Usage
New Item
Notes
Follow Up
Action
MCCA - McCall Farms
11062 - Margaret Holmes Cut Yellow Squash
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
WAMP - Wampler's Farm Sausage Co. Inc
1541 - Buffalo Chicken 2/5#
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
MOONEY - MOONEY FARMS
71480 - 1/5 LB. - TRIPLE DICED - DRY
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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