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Representative Checklist Nail Your Next Call With Thi

Checklist Details

  • CategoryChecklist.
  • TopicSales rep checklist.
  • Author
  • PostedFri, Feb 14th 2020 09:01 AM
  • Formatjpg/jpeg

A checklist has little value if it is not reviewed and tested with the person that is going to use it. If it is your own checklist, you should test it (go through it) to make sure it is workable, makes sense, and it achieves the purpose for which it is intended. With anyone else, take them through it (rehearse it) to make sure they understand what the checklist is used for and how and when to use it.

A sub-list is a branch or subset of an ordered list. For the sales order processing example above, sub-lists might exist for handling options on the product being sold, or for processing the type of payment (cash, credit card, check). Sub-lists can exist for almost any of the above types of lists.

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