A Marketing Call Report on a Person does the following:
•It references all the known and useful information about a Contact who is in a Primary position at a company.
•It provides a structured document to record the results of a marketing call to the person and to schedule followup activities.
•It provides a turn-around document. Any changes made on the Marketing Call Report update the original values on a Save.
•It provides a shareable note-taking location.
To Create a Marketing Call Report:
1.Find and display the Contact person (must be in a primary position at a known company)
2.Click the New Marketing Call Report icon
3.Edit the Marketing Call Report
4.Click Save
5.An Activity History record with Activity Type = Marketing Call Report is created
Example: Marketing Call Report
