Document meetings with customers or suppliers.
The Call Report module allows the user to log and follow up on customer or supplier visits. Actions can be raised, products can be associated with its own report, and objectives can be captured.
Log all your encounters with customers, keeping track of when customers were visited and the overall outcome of the visit.
Add contact details for everyone in the meeting
Include an overall report
Summarize your visit
Print the call report
Email the call report
Graphical and list reports
And much more...
Actions can be created, and all entries will be associated to the Call Report.
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