Creating a New Call Plan Template
Access Add Call Plan.
- Default Template
Specify whether you want to make the template the default template.
- Name
Enter a unique name for the call plan template.
- Purpose
Summarize the purpose of the template.
- Ask
Enter any business, technical and functional questions to ask the customer.
- Action
Enter any tasks to perform after the call, such as a product demonstration.
- Attitude
Enter the attitude or perception you would like the customer to have after the call is completed.
- Ability
Enter examples and tasks that demonstrate the ability to meet the customer's needs.
- Premise
Enter the broader purpose of the call, such as to establish a long term relationship.