SALES & SERVICE CALL REPORT

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* 1. YOUR NAME (Choose from drop-down list OR choose OTHER and enter your name)

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* 2. DATE OF REPORT

Date / Time

Date

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* 3. CUSTOMER NAME

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* 4. CUSTOMER LOCATION (city and state if needed)

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* 5. TIME IN (arrival)

Date / Time

Time

AM/PM

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* 6. TIME OUT (departure)

Date / Time

Time

AM/PM

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* 7. TOTAL TIME AT CUSTOMER (indicate minutes or hours)

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* 8. REASON: What is/was the Purpose of Today's Call?

Routine Visit

Problem / Complaint Resolution

Emergency Delivery / Order

Sales Cold Call Visit

New Business / New Product Presentation

Service Call

Installation

Other (please specify):

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* 9. YOUR CONTACT: Who Did you Talk to?

Name

Email Address

Phone Number

SALES & SERVICE CALL REPORT

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* 1. YOUR NAME (Choose from drop-down list OR choose OTHER and enter your name)

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* 2. DATE OF REPORT

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* 3. CUSTOMER NAME

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* 4. CUSTOMER LOCATION (city and state if needed)

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* 5. TIME IN (arrival)

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* 6. TIME OUT (departure)

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* 7. TOTAL TIME AT CUSTOMER (indicate minutes or hours)

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* 8. REASON: What is/was the Purpose of Today's Call?

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* 9. YOUR CONTACT: Who Did you Talk to?

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* 10. COMMENTS: OBSERVATIONS-CONVERSATIONS-PRODUCT & SERVICE OPPORTUNITIES