Call Reporting Form for P42 of team Rheo

Call Date (in YYYYMMDD format):
Search account name:


Address:
If account is not in the list above please enter in the yellow text box:
If the "Not applicable" text box is used, enter short address(street, town) in box below. Avoid using "." or "," or quotations.
Who did you visit? Select the contact person's name from the drop-down list on the right (Blue box). Only if not available in the drop-downlist, enter the details in the text boxes below (in Pink Table). Select Contact:
If you are writing a new report, and have previously used the pink table, you need to reset the values back to default.
Title Name Position
Default is blank Default is : Not applicable Default is blank
Corrections to database. Names exist in the blue box, but need correction. Make corrections in the boxes in green table. First, select name from the contact drop down list (blue box). Avoid using "." or quotations. Corrections are for
Title Name Position
Call Objective:

Time below should be entered as hhmm as in 1315 for 1.15 pm or 0915 for 9.15 am.

Call time: Begin at  to   

Call status:

Collection status:

Outcome of call:

Call Details: Promotion is for items that you detail, Campaign is for products on special deals, Reminder is for products previously promoted or sampled. Sampling is for what you gave to the customer.

Promotion Campaign Reminder Sampling
Where applicable enter the discussion main points below. Keep it short, please.

Discussion point 1:

Discussion point 2:

Discussion point 3:

Discussion point 4:

Discussion point 5:

Discussion point 6:
Call submitted date and time:
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