Visit prospects and record sales results
How you could use an agent
Use an agent to build a daily route from your prospect list and store your notes on each stop, including questions, interest, and the result of the visit. It can help you write the order or refusal note after each call so your day is easier to track and follow up.
Where you stay involved
You make the actual visit, answer questions, read the customer’s interest, and decide when to involve a supervisor for pricing, payment, or contract issues.
