Revision: 0555c13ab2
Edited Actions & Activities
Restore Revision
@@ -4,11 +4,14 @@
Below are the activities that are planned to be recorded when a action on a lead is performed
-> Type --> Lead
+
#### Prospecting
-> Subject --> **Prospecting**
+> Type --> **Lead**
+>
+> Subject --> **Prospecting**
+
This subject on the Lead type activity is used to record the actions which are performed when a sales employee is performing sales actions on a prospective lead
@@ -29,6 +32,34 @@
8. Read comments
-#### Sampling & Tasting
+#### Sampling & Tasting
+
+> Subject --> **Sampling & Tasting**
+
+
+##### Outcomes
+
+1. Sample Request– Yes
+2. Sample Request– No
+3. Items for sampling finalized.
+4. BDM to deliver samples.
+5. BDM to arrange a tasting.
+6. Courier to deliver samples.
+7. Delivery Status - delivered.
+8. Delivery Status – not delivered.
+9. Emailed Tracking details to prospect.
+10. Prospect’s Tasting Notes – Happy
+11. Prospect’s Tasting Notes – Not Happy
+12. Qualified for pricing - Yes
+13. Qualified for pricing - No
+14. Read Comments
+
+
#### Price Negotiations
-#### C.App & Acc. Setup (Credit Application & Account Setup)
+
+> Subject --> **Sampling & Tasting**
+
+
+#### C.App & Acc. Setup (Credit Application & Account Setup)
+
+> Subject --> **C.App & Acc. Setup**