Sales Summary and CheckpointReport
Please update each prospect’s contact information here, including feedback, willingness for digital transformation, or other relevant details.
Simply provide a summary of the key points.
Remarks:
- If the prospect is a software user, note down the software brand name in the Remarks.
- Follow-up Rating:
- High conversion potential
- Considering
- Unlikely to convert
Daily MUST Do Section (Mileage Claims):
- Check-in: Daily clock-in
- Check-out: Daily clock-out
- Checkpoint: Fill in this column when changing streets, areas, or districts
*Mileage claims are not valid for personal use or travel between home and the office.
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