The major purpose of a call report is to:
A)record the time and date of all phone calls
B)record the contact information of the customers the salesperson is due to call that day
C)provide a summary of time spent with each customer
D)provide a precise record of purchases by each customer
E)provide a summary of what happened during the call and an indication of what future action is required

Question

Quizplus · Accepted Answer

The major purpose of a call report is to provide a summary of what happened during the call and an indication of what future action is required. Call reports are important for keeping track of customer interactions, ensuring follow-up actions are taken, and providing information to management and other team members. While recording the time and date of phone calls and contact information of customers may be included in a call report, the main focus is on the content of the conversation and next steps. Recording precise purchases by each customer may be more applicable for a sales order or customer transaction report.

The Major Purpose of a Call Report Is To