Call Management
Last
Sales Call Date
Operator
FARRISF - Farris Family Restaurant
Representative
Shawn Mathes
Distributor
KNOTBERR - KNOTTS BERRY FARM
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
Mobile call #2 1/14/2020 Updating from Chrome. Moved from Shawn to admin account.
Principal
Product
Action
Qty Sold
Wky Usage
New Item
Notes
Follow Up
Action
MCCA - McCall Farms
04781 - Bruce's Sliced White Potatoes
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
SWEHVST - Sweet Harvest Foods
016135 - GB RAW 1 OZ PRK COL CS SAUS LNK 160
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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