Record Sales Phone Call allows you to record that you attempted a sales phone call to a Company or Company Rep.

It is accessed by selecting Record Sales Call from the Activity Type droplist on the Company/Rep Ribbon. Make sure you are selecting the correct Activity Type drop-list (either Company or Rep). This opens a window where you can select Make a Sales Phone Call.

NOTE: If you already have an unfinished Sales Phone Call activity outstanding, the system will warn you that you are entering a possible duplicate. Check the information on the grid presented. If the activity listed is a duplicate of the one being entered, click on the row displaying the activity and click OK. This allows you to edit the existing activity. If the activity listed is not a duplicate, click the Create New button. This allows you to create a new activity.

Recording a Sales Phone Call

NOTE: The following instructions take you step-by-step through the REQUIRED fields necessary to complete this activity. Since Record Sales Phone Call uses StaffSuite's generic activity window, other fields, which are not noted here, are accessible. For more information about all the fields on the window, click here.

1. In the How Performed field, use to record how you performed the activity (phone call, email, etc.).

2. In the Explanation field, use to record more information about the activity.

3. In the Result field, use to record the end-result of the activity.

4. The company name in currency will default into the Company field in the Associations area. You may not change this field on the Activity screen. If the wrong company is listed, cancel the activity, select a new company, and perform the activity again.

5. If there is a company rep in currency, the rep's name will default into the Company Rep field in the Associations area. If there is no name listed in the Company Rep field (or if you want to change the Company Rep), use to see a list of company reps and select one.

6. The Performed By and Completed Date/Time field automatically default to the current user and the current date and time (but can be changed). Click to open a Look Up Staffing Service Rep dialog and find a different staffing service rep for the Performed By field.

7. Click OK to complete the activity.