Your Notebook (On Steroids)
The Sales Journal is the solution for keeping track of your conversations,
vendor or buyer commitments, follow-ups, etc. Tired of
having to flip back through page after page in a notebook to
find the details of your conversations with the factory or the
customer? This form is the answer. On the
phone with a vendor? Filter by that vendor and see
just the notes for that vendor's customers. Any
rep or administrator can add to the notes, so everyone
knows what's been happening.
- Keep your notes here to maintain an ongoing log of
conversations, dates, commitments, special deal details,
etc.
- Customer contact information is automatically displayed
for easy reference when calling to follow up.
- Keep a short list of "to-do's" (top right) so it will be
immediately visible each time you open the form.
One-click buttons:
- Display Open Orders for that customer/vendor
- Display the program details for that customer/vendor
(pay terms, freight, allowances, etc.)
- Print the Sales Journal report - Keep
your notes handy. One click prints out a great
summary for taking to a
meeting or on the road.
See sample
report.
Click on the image to enlarge
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