How do I report a call?
Reporting a call says it happened: which products you detailed, what you discussed and who came with you.
- Open the call from Calls, from Today, or from Still planned. In the call list, the tick at the end of the row (Mark completed) opens the same form straight away.
- Press Report.
- Pick the products you detailed (chips).
- Pick a Discussion point, and an Event if there was one.
- Under Joint with, pick anyone who came along.
- Add Remarks if you want.
- Press Save report. The message says "Reported".
What can stop it
| Message | Why |
|---|---|
| "Pick at least N products" / "Pick at most N products." | The company sets the fewest and most products per call (1 and 6 unless changed) |
| "Pick a discussion point." | A discussion point is required |
| "Location is required." | The company requires the location on a call. Use the phone app, which records it |
| "Calls are reported within N hours." | The reporting window has closed |
| "A call dated in the future cannot be completed." | Reporting a call before its day is off |
When a rule refuses, the message offers Request exception. See Request an exception.
On the phone
The phone app also records the location and the items you gave, with a signature if needed. See Report a call on the phone.