HTML Preview Sales Call Report Form page number 1.
Call Report
Date: AE: Time:
Account Name:
Contact Names 1. Contact Y/N Result:
2. Contact Y/N Result:
3. Contact Y/N Result:
Call Plan 1.
2.
3.
Call Results 1.
2.
3.
4.
5.
6.
7.
Follow Up Required 1.
2.
3.
Next Contact Date: Tactics:
1.
2.
3.
Information Required:
1.
2.
3.
Required
Resources
1.
2.
Result:
1. Meeting Date
2. Return call date
3. Other referrals in Client
4. External referrals to new prospects
5. Requirements
6. Not interested and why
7. Other
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