Call Management
Test Template
Sales Call Date
Operator
JOHNTE0 - john test opr 2
Representative
Kenray Admin
Distributor
CALIPROD - CALIFORNIA PRODUCE
Call Type
2 - Follow-up
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
MASTER MARTINI
1600 - BNO OG BBN W SSAL 6/.375lb
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
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
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
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
Fieldale Farms Corporation
02148 - DICED (WATER BLANCH ONLY)
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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