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Call Report Procedure

Call Report Procedure

The following steps are taken for processing A.C.I. call reports:

1. Call reports are entered by the salesperson on laptop computers, and then forwarded to the A.C.I. main office via fax or email. At the end of each business day, all information entered by the salesperson is transferred to the main office via network connection and Goldsync software.
   
   
2. Once received at the main office, call reports are forwarded to the principal via fax, email, or mail depending on the preference of the principal.
   
   
3. Copies of call reports are distributed as follows:
   1. Copies are faxed, emailed, or mailed to any additional people as requested on the call report.
   2. A copy is retained by the salesperson for his personal customer file.
   3. A copy is forwarded to the appropriate inside assistant.
   4. A copy is filed in the master A.C.I. call report log.
   
   
4. Action items are scheduled and alarmed for follow up in Goldmine by either Customer Service or Outside Sales. High priority action items are discussed with the principal prior to the processing of the call report.

Click below for a sample ACI Sales Call Report.