I just wanted to share an easy enhancement I've been using to help standardize my sales team's call subjects. Many
CRM's offer a dropdown for the call subject but this approach is less clicks than a dropdown.
I've basically inserted plan html code above the editview and quickcreate forms for my calls so that my sales rep can simply choose the standard subject of their call with ONE click. I use a simple javascript block right above
the tr that holds the subject field. I'd love to hear other suggestions and opinions on this approach as well!
<tr><tr><td colspan="4">
<A href="#" onclick="document.callsQuickCreate.name.value = '10-Initiate Sales Contact'; return false">10-Initiate Sales Contact</a> •
<A href="#" onclick="document.callsQuickCreate.name.value = '20-Information Exchange'; return false">20-Information Exchange</a> •
<A href="#" onclick="document.callsQuickCreate.name.value = '30-Qualify Interest';return false">30-Qualify Interest</a> •
<A href="#" onclick="document.callsQuickCreate.name.value = '40-Schedule Demo';return false">40-Schedule Demo</a> •
<A href="#" onclick="document.callsQuickCreate.name.value = '45-ReSchedule Demo';return false">45-ReSchedule Demo</a> •
<br>
<A href="#" onclick="document.callsQuickCreate.name.value = '50-Demo';return false">50-Demo</a> •
<A href="#" onclick="document.callsQuickCreate.name.value = '60-Configuration Discussed';return false">60-Configuration Discussed</a> •
<A href="#" onclick="document.callsQuickCreate.name.value = '70-Propose/Quote';return false">70-Propose/Quote</a> •
<A href="#" onclick="document.callsQuickCreate.name.value = '80-Commitment to purchase';return false">80-Commitment to purchase</a> •
<A href="#" onclick="document.callsQuickCreate.name.value = '90-Order Processing';return false">90-Order Processing</a> •
<A href="#" onclick="document.callsQuickCreate.name.value = 'Follow Up';return false">Follow Up</a><br>
</td></tr>


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