Tip of the Month- Consumer Activity Reports
Spotlight Activity Reports allow you to create quick and detailed notes from each of your sales calls to ensure you are always prepared for whenever the customer needs you.
Be sure to create your Activity Report at the end of each Sales Call in order to allow for Spotlight to do the work for you.
Creating Activity Reports
Tap the Paper and Pencil icon in the upper right corner to start an Activity Report for the Customer selected.
Use the Quick Add Notes by Tapping on the (i)
Be sure to ALWAYS select "Add Sales Summary" to have Spotlight generate a report based on the actions you took within the app during the meeting.
Customer Activity Reports are not just for notes, create Follow Up tasks within Spotlight as well as book appointments directly into your calendar.