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When a sales employee performs his duties, he/she is required to record the the actions and the outcomes on the system according to the level of importance
This document discribs all the activities that can be recorded and the imporatance of recording the acitivies to maintain a profitable sales relationship with the business partners
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-## Actions on Leads & Related Activities
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-Below are the activities that are planned to be recorded when a action on a lead is performed
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-or the user can directly go to activities and can create an activty linking the relevent lead
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-### Leads
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-this section of the document will detail all the activities and outcomes to be recorded when the sales employee interacts with leads
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-#### Prospecting
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-> Type --> **Lead**
->
-> Subject --> **Prospecting**
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-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
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-##### Outcomes
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-1. Introduced myself
- * The sales employee should record this outcome when he/she introduces themselves to the prospect.
-2. Emailed company profile
- * Some information
-3. Arranged an appointment
- * Some information
-4. Review prospect’s product portfolio
-5. Arranged a product presentation
-6. Qualified for sampling – Yes
-7. Qualified for sampling – No
-8. Read comments
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-
-#### Sampling & Tasting
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-> Type --> **Lead**
->
-> Subject --> **Sampling & Tasting**
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-##### Outcomes
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-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
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-#### Price Negotiations
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-> Type --> **Lead**
->
-> Subject --> **Sampling & Tasting**
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-##### Outcomes
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-1. Email Price Tier – 1
-2. Email Price Tier – 2
-3. Email Price Tier – Custom
-4. Discuss terms & conditions
-5. Qualified to convert to BP
-6. Read comments
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-
-#### C.App & Acc. Setup (Credit Application & Account Setup)
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-> Type --> **Lead**
->
-> Subject --> **C.App & Acc. Setup**
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-##### Outcomes
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-1. Emailed credit application
-2. Follow up – credit application
-3. Received completed credit application
-4. Follow up with 1st Order
-5. Email Tea Drop Bank details for EFT
-6. Follow up with onboarding team
-7. Read Comments