Call Report Procedure
The following steps are taken for processing ACI call reports:
- Call reports are entered by the salesperson on laptop computers, and then forwarded to the Prinicpals. At the end of each business day, all information entered by the salesperson is transferred to the main office via network connection and Goldsync software.
- Action items are scheduled and alarmed for follow up in Goldmine by either Customer Service or Outside Sales. High priority action items are discussed with the principal prior to the processing of the call report.
