Salesforce Events & Calendar

You plan to review a project quote with your customer via Zoom. How do you document this?

• Scheduled Virtual Event

• Unscheduled Event

• Log a Call

• Do not document

You are hosting a Lunch & Learn and finish early. You decide to stop into 2 local builders for cold calls. How do you document this?

• Everything goes in as Log a Call

• Lunch and Learn is Scheduled Event. Cold calls are Unscheduled Events

• Everything can be documented under the Lunch and Learn Scheduled Event

• Lunch and Learn is a Scheduled Event, Builder cold calls are Log a Call

Your customer sends you an email with a competitors quote for an open project. How can you document this?

• Scheduled Event

• Log a Call or Email

• Unscheduled Event

• No way to document

You plan to visit your customer next week to review a new product promotion. How do you log this?

• Scheduled Event

• Unscheduled Event

• Log a Call

• Recurring Event

You attend a LIXIL Training event via Zoom. How do you document this?

• Scheduled Event

• Log a Call

• Do not document

Your customer asks you to meet them at a job site later today to review some product damages. How do you document this?

• Log a Call

• Scheduled Event

• Unscheduled Event

• Do not document

You just got a call from a wholesaler confirming the job quote is moving from MQ to FQ and you want your leader to know about this win. How do you document?

• Log a Call + Escalate

• Scheduled Event

• Send a text message

• Email