Salesforce Sales Activity
Salesforce Sales Activity
Date
Sales Rep
Select below:
Josh Leal
Josh Pena
Josh Wells
Kerri Hill
Mark Miller
Mark Ramsay
Marty Briggs
Max Bolander
Nicole Thomas
Spencer Rutherford
Taylor Fletcher
Company / Account
# of People
Customer Activity Contact Name(s)
Name
Name
First Name
First Name
Last Name
Last Name
Add
Remove
Meeting Details
Interaction Type
In-Person Visit
Phone Call
Email
Text
Teams Meeting
Event
Other
Other
Location
Customer Office
Customer Job Site / Plant
USAI Office
Neutral Site
Virtual / Remote
Event Venue
N/A
Other
Other
Activity
Select below:
Planned Sales Call
Unplanned Sales Call / Cold Call
Drop-in / Introduction
Lunch & Learn
Training Session
Plant / Site Walk
Breakfast
Lunch
Dinner
Other
Activity
Activity
Select below:
Cold Call
Planned Sales Call
Follow-up
Quote / Proposal
Scheduling
Other
Activity
Activity
Select below:
Follow-up
Scheduling
Other
Activity
Activity
Select below:
Sales Call
General Meeting
Introduction
Training Session
Lunch & Learn
Other
Activity
Event Type
Select below:
Trade Show
Conference
Golf Tournament
Awards Banquet
Dinner Event
Sponsorship
Plant / Site Tour
Other
Event Type
Event Name
Discussion Topic(s)
New Opportunity / Prospecting
Existing Project / Order
Product Introduction / Demo
Quote / Pricing / Proposal
Contract / Negotiation
Relationship / Check-in
Issue / Complaint Resolution
Training / Education
General / Other
General / Other
Notes
Follow-up Needed
Yes
No
Other
Other
Submit
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