Dailies and Reporting


 

Daily Report

URL:  https://www.cognitoforms.com/Na343/SalesDailyReport

The questions change based on what position is chosen from the drop-down menu. Any and all suggestions for changes are welcome. Here’s what each position sees:

Consultant:

How many follow up calls did you make? required
How many appointments were given to you? required
How many appointments did you set? required
How many appointments did you sit? required
Did you go canvassing with any Energy Specialists? required
Any feedback about today?
What can Solar Smart Living do to help you?
Feedback for Alan and Jim:

Specialist:

How many doors did you knock? required
How many appointments did you set? required
What streets did you canvas? required
Who did you canvas with? required
Any feedback about today?
What can Solar Smart Living do to help you?
Feedback for Alan and Jim:

Field Manager:

Please give a brief recap of the day. required
What can Solar Smart Living do to help you?
Feedback for Alan and Jim:

Below is a live form.  Feel free to use this one to enter your info.