Visits, calls and to-dos

Out on the road, the hardest part is remembering what was said and what you promised to do next. Every stop, call and email goes here as one short line. As a rep, you only see your own. Pick the customer you just saw.

Start typing and choose it from the list. The date is already today, so you can log it right from the parking lot. One line says what happened. Keep it short enough to read in three months.

Say which line it was about, so it shows up under that manufacturer too. Anything else you want to remember goes in the notes. Now the promise. Set the day you will come back to it and what you will do.

The buyer wants the quote today, so the follow-up is due today. That follow-up becomes a to-do by itself. You do not have to write it down twice. The visit is at the top of the list, with the next step and its date on the right.

The list also shows what this customer bought this year, and any commission still owed. Open To do to see everything you have promised. Here is the quote we promised, linked back to the visit and the customer. Most days you will not open this list.

The Today screen shows everything due today or already late. Late items are marked, so nothing slides quietly past its day. Once the quote is sent, press Done right here. It drops off your plate.

The count at the top goes down by one. Back on Visits and calls, the visit now shows its follow-up as done. So every visit has a record, every promise has a date, and you can see which ones got kept.