1. Select Log call or Log visit.
2. Choose an Outcome: No answer, Left a message, Spoke with gatekeeper, Spoke with decision maker, Not interested, Appointment set, Follow up or Other.
3. Under Spoke with, pick a contact, or choose Someone not in contacts and enter their name and role.
4. If you spoke with a contact, you can turn on Make [name] the primary contact.
5. Under Has vending, choose Unknown, Yes or No. If Yes, you can record the Competitor and Satisfaction (1 to 5).
6. Add Notes.
7. For a visit, you can also:
– Select Check in to record your GPS location.
– Select Add photos to attach pictures of the site.
– Add a site survey. See [Record a site survey].
8. Choose a Next step:
– No next step.
– Follow-up task: a title, a due date (due at 5 PM) and an assignee.
– Book appointment: a title, type, date, start time and length.
9. Select Save call or Save visit.
• First call or visit on a New prospect: the prospect moves to Contacted, even if no one answered.
• List member: the work status updates. See [Work a list in the field].
• Has vending set to No: clears the competitor and satisfaction fields.
• Check-in warning: if you check in more than about 500 meters from the site, VendScout warns you. This helps catch logging against the wrong record.
• Logging doesn't place calls. Use the Call button for that.