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Customer Call Sheets

The Customer Call Sheet is a report that produces a list of customers by sales rep for each day of the week, which the user can use to make calls to their customers for prospective sales. The call sheets' parameters are set in Customer using the Sales Call time and day of week fields, as well as the Call Notes field, sales phone numbers, and contacts for active customers only.

Available Actions

Using

Printing

Customer Call Sheets Fields

Sales Rep	Enter one, several, or ALL sales reps for the report.
Day of the Week	Select one, several, or all days of the week for the report.

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