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Sales Team Checklist

Checklist Details

  • CategoryChecklist.
  • TopicSales target plan checklist.
  • Author
  • PostedSun, Mar 01st 2020 02:33 AM
  • Formatjpg/jpeg

The sales (or marketing) plan is a list of targets to achieve. These targets can be sales dollars, unit volumes, growth levels, new markets to enter, or market share. Sub-lists can be developed to address products, territories, major customers, advertising, and even individual salespersons.

Create the check part of the list by assigning a check box, a space for initials, or a place for additional information to be entered. For example, the buyer may annotate each item with the purchase information (quantity, delivery date, purchase order number, vendor confirming number, and vendor clerks name), the salesclerk would number the steps in the correct order, and the human resource person would have the new employee initial each step as having been read and understood.

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