Salesforce

Question 1

For a New Task:

Follow up

Answer 1

Used for open tasks only.

Question 2

Call:TT

Answer 2

Talked To is used when you have made contact with prospect/customer.

Question 3

Call:LM

Answer 3

Left Message or Left Voicemail

Question 4

Call:Demo

Answer 4

Demo was done. Only use this when the demo is completed and notes are within.

Question 5

Call:Other

Answer 5

When encountering a bad/wrong number, didn’t reach, etc.

Question 6

Call:Tag LM

Answer 6

Manager/DVP/VP performs a tag (used only by the Manager/DVP/VP when done with tag) and left voicemail.

Question 7

Call:Tag TT

Answer 7

Used when manager is tagged to help and has reached the person.

Question 8

Call:Cover LM

Answer 8

When a rep covers for another rep’s absence and left a message.

Question 9

Call:Cover TT

Answer 9

When a rep covers for another rep’s absence and talks to the contact.

Question 10

Call:Cover Demo

Answer 10

Used when someone covering for another rep does a demo.

Question 11

Call:Cover Other

Answer 11

Used when covering but didn’t reach the person, wrong number, etc.

Question 12

KB4 Note

Answer 12

Any notes, unrelated to call/email activities that need to be made on a record.