TCSAcctCallSalesWSheet
Customer Call Worksheet
ACME TRUCK SERVICING LTD
Postal Address:
Location Address:
Credit Limit: 15,000.00 Days: 30
Call Due: 26 Aug 2009
11480 - Highways Freight Services Ltd
Date: ___/___/___ Time: ______
Client Manager:
Call Category:
Garry Smith
Manawatu/Wanganui
Fax Number:
(06) 358-1009
(06) 358-1001
Phone Number:
By: Garry Smith
Contact: Gerald Jones
Date: 25 Feb 2009
Call Topics:
CALLS - Call Areas/Call Frequencies
| Introductory call to advise we now hope to visit out out of town customers on a regular basis, probably 2 or 3 |
| monthly. Gerald welcomed the opportunity to discuss out product offerings, but would like to see service department |
| personnel visit as well. |
Phone and ascertain call preference, ie. 2 or 3 monthly.
03 Mar 2009
Action:
By: Garry Smith
Contact: Gerald Jones
Date: 27 May 2009
Call Topics:
PRICES - Product Pricing/Discounting
TRAILER - Trailer Parts/Components
| Discussed the availability of better discounts for bulk purchases of parts and components. Gerald has a particular |
| interest in trailer spares. |
Confirm discount arrangements in writing.
10 Jun 2009
Action:
Reason for Visit:
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By:
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Contact:
Date: ___/___/___
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Matter Discussed:
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Call Topic Codes:
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Action Required
Action Date
Action By
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Printed on 24 Aug 2009 at 12:16 PM