
 | WHAT IT DOES
 | Based on records provided by Sales Reps, the following fields are entered
on monthly basis: customer code, sales rep code, and type of call made (i.e., phone call,
office call, plant/jobsite call). |
 | A popup window shows detailed activity by customer, accessed from the
Scan Customer Masterfile window. |
 | This window can be used by the GM, President, Sales Manager, etc. to call
up an individual customer and see who has been contacting that customer and how often. |
 | A 12-month history is provided. |
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 | SPECIAL FEATURES
 | Quick 12-month overview of activity by customer. |
 | Identifies possible areas of overlap in customer service. |
 | Provides means to identify accounts that may need more/less attention. |
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