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How do I log an activity?

For sales reps to successful log in field activities, meetings, calls, and communications with retail partners

Activity Logging
  • On company pages find the quick buttons to log your important activities
  • 3 focus activity logging types:
    - call
    - text / sms
    - meeting 
  • Call and meeting logs support options to log activity types
  • Sales team focus types:
    - brand pitch w/ samples
    - follow up on samples
    - new buyer
    - in store check-in
    - AR
    - Delivery Issues

Activity Log Types

Brand Pitch w/ Samples:

  • Buyers' feedback on the brand pitched 
  • What samples were dropped - the more detail the better 
  • Ride along would go here

Follow-up on Sample Drop 

  • What did the buyer say about this product in their shop?
  • Is the buyer likely to bring it in?

AR

  • Accounts receivable coordination / correspondence related - Utilized both by sales team and the red dragon

In-store Check-In

  • Are Petalfast brands in stock? 
  • Are we priced correctly?
  • Is ghost demo collateral up? 
  • Not necessary a set appointment, but a survey of the 
  • What are the opportunities

Delivery Problems

  • Nabis delivery issues, errors, delays, etc (Note: Please Associate / tag "Nabis" as a related company under the "Associations" dropdown in the activity log box)

 

Call logging

  • Who was contacted via saved contacts
  • Outcome of call
  • Call type (focus activity)
  • Direction (inbound / outbound)

 

 

Meeting logging

  • Who was contacted via saved contacts
  • Outcome of meeting
  • Meeting type (focus activity)
  • Date / time / duration

 

Text logging

  • Who was contacted via saved contacts
  • Date / time

 

Activity logging - Brand Associating / Tagging

  • Associate the related brand(s) to you call or meeting activity log
  • Located in the meeting or call activity log box, click the "Associated with X record" dropdown, select the "Companies" tab, type search the related brand desired and select the check box (Note: some brands may be displaying a company under the website url (e.g., www.woodstockproducts.com) in addition to the standard company name - selecting either is fine and logs will be merged)