Definitions Actions & Results 2020
| Actions & Results | Definitions |
| Absent | The prospect was not present at the time of the visit. |
| Administration | To indicate research to be done or a question to be asked (ticket). |
| Argumented | Argumentation: we speak to the decision-maker and/or obtain information; actual contact has taken place. For example, a useful piece of information received from the secretary counts as an Argu. |
| Blocked | I cannot get put through to the person I need; I am always blocked by the secretary. |
| Bridge | Passing information on to another file. |
| Call | A call is made or scheduled to the company. |
| Call Client | Call the client after the meeting. |
| Canceled Client | An appointment that was booked and is cancelled by the client. |
| Canceled Prospect | An appointment that was booked and is cancelled by the prospect. |
| Customer Contact | Following a telephone conversation, information provided by the client is worth documenting. |
| Client Day | A day organised between the client and the team working on that client's file to review the file, the objectives, any comments, etc. |
| Mail In | An e-mail received from the prospect. |
| Mail Out | An e-mail sent to the prospect. |
| Feedback | An exchange of information provided by the client. |
| Not Interesting | Filter: the company is not of interest to your business. |
| Using LinkedIn to make a first contact. | |
| Lost | The prospect has given a negative answer to an offer made or has cancelled an appointment. |
| Mailing | Sending newsletters, mailings. |
| Monthly Customer Contact | Monthly meeting with the client |
| Meeting | Meeting: an appointment is scheduled with the prospect. |
| Not Interested | Not interested: the prospect is not interested |
| No Answer | The phone number rings but there is no answer, or the line is always busy |
| Not Available | The person in question is in a meeting, on holiday or ill. |
| Offer | Offer: an offer is submitted; you can enter the amount, the ratio (percentage chance of closing the sale) and the end date |
| Pending | An offer has been sent and is awaiting a reply |
| Postponed Client | A booked appointment is postponed by the client. |
| Postponed Prospect | A booked appointment is postponed by the prospect. |
| Quality | The client's opinion on the quality of the PhCom experience and their level of satisfaction. |
| Sale | A sale has been made. |
| Stop | All action on this company must stop (and the reason must be given). |
| Team Contact | Following a telephone conversation, information provided by the team is worth documenting. |
| Virtual Meeting | Meeting by video conference, online or by telephone. |
| Voicemail | We reach the voicemail (indicate in the comment whether or not a message was left). |
| Wrong Number | The number given is incorrect. The necessary research has been done, so a ticket is sent. |
Download this news item as a PDF
Enter your name and e-mail to download the PDF.
