Sales Call Report Form

I was surprised when my straight arrow boss, non-drinker and non-smoker, took out a sample-sized pack of cigarettes at the Denver Airport and started chain-smoking as he sipped his Manhattan at the airport bar. We were headed for a week-long exposition in Toronto and I was chosen to travel with the EVP. A few people had smiled when I told them of the upcoming junket.We stayed in separate rooms, thankfully, but the rest of the time we traveled together. Once we arrived in Toronto, I never again saw him sober after the noon liquid lunch, so we conducted all of our high-level meetings in the morning. He showed up well-scrubbed but red-faced.A drunk is very poor at planning normal tourist events so I was the one buying baseball tickets or getting us to the CN Tower. He was the one slinking off for a smoke or a drink. He was the one who tried to sue a restaurant when his drunken gesticulations caused a server to drop a tray of drinks into his lap as we waited for our meals.Then it ended. We boarded our flight home to the Mountain West and he put away the cigarettes, rejoined me in the non-smoking section of the plane, and drank Diet Coke for the journey back. His wonderful Mormon wife met us at the airport and he handed her the gift I had helped him pick out in Toronto. And we never talked about it again.

What you experience as a teller seems to vary on not only the bank you work for, but the branch you work in. For instance, my experience as a teller is probably very different than those in a lot of other bank branches because I work at a branch that has a lot of higher end clientele. We do a lot more catering and hand-holding than other branches do, and sometimes have to bend the rules a little to get things done.My day starts with me putting up my stuff in a secure area in the break room. If I’m opening, I disarm the alarms and do the morning walk-through with another teller. Then we deal with all the daily duties like getting the work together from earlier that week to send to the main office, putting together the sell for the armored truck, or auditing one of the many machines or vaults we have.I get out my drawer, boot everything up, finish putting the Nightdrops in the system, and then I wait. The morning is usually slow, so we spend a lot of time talking and trying to entertain ourselves… or trying not to fall asleep. Businesses show up a little later in the morning usually or throughout the day. And from there its an array of change orders, trying to sort out the mass of bills and checks sometimes neatly put together and sometimes crammed in a bag with such little care that it could take you 5–10 mins just to sort into some sort of order. But you get through all that and then you wait some more… and you wait some more…. and you wait some more… Given, a lot of branches are actually busy, so there is very little waiting involved, and much more trying not to lose your mind. But this is my branch.There’s a lot of checks being cashed, checks and bills being deposited, and people asking what their balance is. You get the occasional person bringing in their change to cash out. Or you get to let someone into their safe deposit box. That’s all the easy part of being a teller.The hard part is the questions you have to answer and the regulations that you have to follow. Telling people “I’m sorry I can’t do that,” and then having to try and explain why, because they don’t understand. It’s a lot of filling out forms. If I had a dollar for every slip I’ve had to fill out for someone I would’ve nearly doubled my paycheck every month. All of that is monotonous, though. And it can drive you crazy after a while. But the part of my job I really enjoy are those rare instances when I feel like I can actually really help someone. To put in the extra mile and teach someone who’s concerned about counterfeit 20s in her yard sale how to tell the difference between what’s real and what’s fake. To teach someone who doesn’t know English very well how to write out English numbers on his checks so he can pay his employees. It’s painstakingly going through every transaction with someone on their banking statement and showing them the result until they’re satisfied. It’s teaching high school kids how to fill out their first bank deposit form. It’s letting someone know their driver’s license is about to expire. It’s always been the small things that really make the job worth doing to me.But in between all of that, there are the vast arrays of paperwork that have to be done every day. Phone calls for all the check, debit card, and foreign currency orders. Followed by writing out hold logs. Trying to fill private banking’s little tasks. Occasional product phone calls can be assigned, which can take anywhere from one minute to an hour and thirty depending on the number of calls and the type. There’s filling out the occasional credit card application for a customer or a direct deposit request form. Then there’s the federal reporting forms that have to be filled out occasionally depending on the circumstance. In our branch, we also get a large amount of loan work that gets sent our way, so that takes up some time as well—completing their transactions and being essentially front-line secretaries. There are of course sales goals to fill, but at least in my bank, my job doesn’t rely on me signNowing my goal.Even with all that seriousness, some of it can be very funny. Like the truck who ran over lane 4. Or the fact that our ATM is constantly on the fritz and has a taste for eating people’s checks. Or when we’ve accidentally sent two tubes to the same lane. Or that guy who came in wanting to withdrawal $2000 in 1s for a wedding… or someone who chose to deposit an entire tub full of coin. There are days when I go home wanting to scream, and then there are days when I smile from ear to ear, but in the end, I love my job. It may not be an end game for me, but I have very few complaints. I work for a good company, and for now, that’s good enough for me.As for advice… the only thing I can tell you is… try to find joy in the small things. Be kind and people will often be kind to you.

Leo Tolstoy's Anna Karenina Principle states, "Happy families are all alike, but every unhappy family is unhappy in its own way." He saw that unhappy families were each doomed by unique problems of their own making, while happy families were those who steered clear of such problems.The corporate world suffers from the reverse of the Anna Karenina Principle. Successful companies each seem to invent their own unique paths to success. But failing companies follow predictable death spirals that have been followed by many other companies preceding them.Often these "sinking ship" companies can seem to be doing just fine, especially to employees who don't have the experience to recognize the obvious signs. This is handy guide of what to look out for.If you work at a big company, look for:New opportunities are evaluated and shot down based on their impact to the old legacy businesses. (See The Innovator's Dilemma).Managers are paid for making quarterly and annual targets, so they avoid investments that pay off in the future since they detract from their bonus numbers. As the business declines, they simply negotiate lower bonus targets each year.You benchmark your performance against your direct, legacy competitors instead of the new disruptive entrants in your market. You think you are doing well vs. your competitors without being aware that you are competing in the equivalents of the Seniors Tour.Mediocre employees are not fired since their managers know they can't recruit better ones anyway.When asked "why do you like working here?" your employees talk about the dental plan.Your managers roll their eyes when you point out that how new technologies like Apple Watches, Twitter, and Amazon Web Services will impact your business. They call them "toys" and say, "our customers will never trust their businesses to those!"Your co-workers use Blackberries from 2009. They say, "I already know how to use it, and I don't need that distracting new stuff."You spend the first week of the quarter talking about long-term strategic planning. You then forget about it and spend the next twelve weeks scrambling to make the quarter.Instead of firing bad leaders, you create cross-functional committees to solve the problems those bad leaders created. When those problems persist, you disband the committees and bring in consultants to solve the problems the bad leaders (then the committees) created.All conversations about new grown end with reluctant middle management saying, "only if you give me more budget!" The budget never comes, and you all go back to what you were doing.You integrate acquired companies so quickly that you destroy their businesses and their best people leave.Or, instead of integrating the acquired companies, you keep them as independent business units and get no synergies. You integrate them in a hurry a year later during a cost-cutting exercise. The best people leave.Your CFO spends 5% of her time talking about innovation and revenue growth and 95% talking about cutting costs. She says, "that's my role here."The HR department thinks their job is administration, compliance, and keeping employees from suing, not ensuring the company wins in the market by having the best team.To pay $9.99 for an Evernote subscription, you need to wait a year for the "Information Technology Steering Committee" to approve Evernote as a vendor.You have a Chief Strategy Officer. People say, "I don't know what he does all day." He disappears and is not replaced.You don't target the best companies and try to hire their best people. Instead, you put three-page job descriptions on your website and wait for candidates to find them, fill out a form, and apply.People argue over offices. They all use the same excuse: "I'm on the phone a lot."You launch "innovation projects." When it looks like you'll miss earnings by a penny a share a few quarters later, those projects are cut. After those risky but innovative projects are cancelled, the people working on them are laid off, getting richly punished for their risk taking. No one ever signs up for an "innovation project" again."Succession planning" has become a euphemism for, "when the boss quits, just promote someone on her team so we don't need to pay for a search."You have five CEOs in five years. The board then announces the company is getting broken up and sold. They act like that was the plan all along, then lay off you and half of your co-workers.You ask your laid-off co-workers why they joined the company in the first place. Their answer: "job security."If you work at a startup:You never hear how much cash you have in the bank or hear what was discussed in the board meeting. When you ask questions, your executives say, "I need you to stay focused on your work."When you get your stock option offer, no one will tell you how many shares are outstanding or that the last round of funding came with a 5x liquidation preference.People never talk, coordinate, or even leave their desk because they "hate meeetings." (They actually hate each other).You "rehearse" for board meetings and spend a week on board meeting slideshows that are prettier than your customer slides.You have more MBAs on the team than engineers. They all do "business development" since sales is beneath them.You have a Chief Strategy Officer. No one knows what he does. He disappears one day and is not replaced.Your CTO just came out of a PhD program and wants to "commercialize his research."You have a raucous launch party that is attended by no customers, only your friends.When the product doesn't sell, you complain about how the customers "just don't get it" and aren't "visionary."You've fired three VPs of Sales because each one told you, "the customers don't want the product."Your CEO has a "great" customer meeting that he says is sure to lead to a closed deal before the quarter ends this Friday. All he needs to do is meet with procurement, negotiate price, win the deal, agrees on terms, write up up contracts, negotiate them, sign them, and invoice the customer. The deal closes 175 days later.You add features because board members want them. Your CEO calls himself a "visionary" in his bio.The CEO keeps everything secret because, "that is how Apple does it."The CEO approves all of the design decisions because, "that is how Apple does it."The technical co-founder is a bad manager so agrees to hire a VP of Engineering to replace him. He thinks that VP will report to him since he is the "visionary'".Your site is going to be ad-supported, and you have 1500 users.You get free lunch but have no customers.Your free lunch is taken away.Your boss renegotiates your salary and asks you, "how much do you really need to live on?"He offers you more stock options. He still doesn't tell you how many shares are outstanding.You get laid off and become a creditor to the company because they didn't reimburse your last five expense reports.The liquidation yields five Aeron chairs and a Nespresso machine, and Ashton Kutcher's stock is senior to yours.

I am a liberal. I voted for Dukakis, for God’s sake. I am so far left that Bernie Sanders does not go far enough.Image: USNewsI don’t need to restrict firearms. There are tens of millions of other liberals to ask for that. I would like to see:National reciprocity for concealed carry permits. Wait for Heller to be overturned or a new Amendment for a rebuttal. Meanwhile, Heller should be enforced as surely as gay marriage, women’s suffrage and abolition of Black slavery.Allow private sellers access to the National Instant Criminal Background Check System (NICS). You want to require background checks for all firearms sales, including private face-to-face? Then individuals need free access to NICS like licensed dealers and law enforcement have. People should have this choice available to them already.Prosecute those who lie on background screenings. “In almost every case, these people can be prosecuted” (Politifact), but only 0.055% prosecution rate for those who fail. What’s the purpose of screening for prohibited persons such as convicted felons, if those prohibited persons are not prosecuted for breaking federal or state law by lying on forms? In my state, applicants must pay for their own federal background check and fingerprint check and registry. They shouldn’t.Uphold the thousands of existing gun laws against criminals, instead of penalizing law abiding citizens with new ones. If a violent felon is convicted to 15 years for illegal possession of a firearm, why are they now out to commit more crimes? (FAMM - Families Against Mandatory Minimums) Yes, keeping people out of the system saves money and may be good for families. So how does making more gun laws to break and creating millions more criminals with the stroke of a pen help? If you are willing to release a non-violent felon who illegally possessed a firearm because we should care about the impact on their families (FAMM), why do you want to jail a non-violent gun owner simply because he has a magazine that holds over 10 rounds?Increase penalties for use of a firearm in crimes. Sorry FAMM, and I do care about impacted family members of convicted criminals (FAMM - Why Should I Care?). As a liberal, I would increase social supports for underprivileged families so women and children do not need to be dependent on or stay with criminals, have convicts imprisoned within more reasonable distance of their homes, and allow/encourage family visits. With accommodations and family friendly events, even. If they don’t agree using an illegal handgun in commission of a robbery means an extra ten years on top of the robbery charge, perhaps criminals shouldn’t use guns or rob people.Free or affordable firearms handling and safety training to promote safer handling and storage of firearms, to avoid being a burden to exercise a Constitutional right, for the same reason people argue against requiring voter IDs for inner city minorities.Require secure storage of firearms to prevent access by unauthorized persons when not ready for immediate use. You sleep with your loaded handgun to be ready for a home invasion? I do. You keep an AR-15 or shotgun at hand at the computer? Sometimes. But I put them in the safe when I shower or leave home, because I’m the only one allowed to touch my guns. I have the keys for my safes and locks. I have private home security and various kinds of gun owner and liability insurance, too. If you can afford a $400 firearm and $18 a box for ammunition, you can afford a lock if one doesn’t come with your gun, or you can buy a small safe or clamp style cover for the trigger housing or action. Note: not electronic smart guns that fail when you need it.AR15 Lock, IC-Lock Ejection Port Gun Lock $27Image: ic13arms, eBay (I am not a representative or stakeholder of IC-LOCK.)Life Jacket Locking Firearm Safety Case LJ3 Shotgun Case $15.99Image: eBay (I am not a representative or stakeholder of Life Jacket.)I’ve taken time off work, and paid thousands of dollars to travel thousands of miles to go to the classes, taken the tests (100%), shot on the range (90-ish?), passed the federal background checks (in addition to all other background checks and random drug tests to be an education and health care worker), paid the fees, yet can carry a concealed weapon in only 33 states, and not my home state. What other Constitutional right does not apply nationwide?In my state at the time I first got my permit to acquire a firearm, state certified Hunter Education classes or other state approved firearms training (e.g. armed law enforcement or military service) were required prior to applying for a permit. The cost for the classes was normally $100, but the fee was waived due to a donation or grant. I was trained for free. Hell, if some donor is willing and able to shell out $100 per student, why can’t they give an extra $10 for a gun lock or $40 for a pistol safe? I bought my own 14 rifle safe and a pistol safe, but that was my choice.[Fun fact: at my hunter education class (2008), I noticed the older brother of a high school classmate in attendance. Purely by coincidence while looking at a sex offender registry much later, there he was. His listing is still current. Two counts, Sex Assault III, 2001. He’s a convicted felon and wouldn’t pass a background check.]Note I did not say, promote ownership of firearms. There may be firearms in 4 out of 10 homes in the US. Your children and loved ones are around guns accessible from other homes or while in other homes, regardless of lack of guns in your own home, vault like security for firearms you do own, or legal status of firearms in your community. Widespread firearms handling and safety training will have a societal benefit, even if it is as simple as children learning Don’t touch! Tell an adult! if they see a firearm unattended.

No form has to be filled for u to get your call-up letter.If you have cleared the written exam and your roll no. Is in the list, then sooner or later you will get your call-up letter.I would suggest you to keep looking for your SSB dates. Online on sites like Join Indian Army. Because the hard copy may be delayed due to postal errors or faults.Just to reassure you, NO FORM HAS TO BE FILLED TO GET YOUR SSB CALLUP LETTER.Cheers and All the Best

IRS1040 and 1099 forms.“For instance, there is no long-term capital gains tax to pay if you are in the lower two tax brackets (less than $36,900 single income or less than $73,800 married income). The capital gains rate is only 15% for other tax brackets (less than $405,100 single income) with 20% for the final bracket.”Reference: Filing Bitcoin Taxes Capital Gains Losses 1040 Schedule DOther References:IRS Virtual Currency Guidance : Virtual Currency Is Treated as Property for U.S. Federal Tax Purposes; General Rules for Property Transactions ApplyHow do I report taxes?Filing Bitcoin Taxes Capital Gains Losses 1040 Schedule Dhttps://www.irs.gov/pub/irs-drop...

NOOOOOOO. You are talking to a military romance scammer. I received an email from the US Army that directly answers your question that is pasted below please keep reading.I believe you are the victim of a military Romance Scam whereas the person you are talking to is a foreign national posing as an American Soldier claiming to be stationed overseas on a peacekeeping mission. That's the key to the scam they always claim to be on a peacekeeping mission.Part of their scam is saying that they have no access to their money that their mission is highly dangerous.If your boyfriend girlfriend/future husband/wife is asking you to do the following or has exhibited this behavior, it is a most likely a scam:Moves to private messaging site immediately after meeting you on Facebook or SnapChat or Instagram or some dating or social media site. Often times they delete the site you met them on right after they asked you to move to a more private messaging siteProfesses love to you very quickly & seems to quote poems and song lyrics along with using their own sort of broken language, as they profess their love and devotion quickly. They also showed concern for your health and love for your family.Promises marriage as soon as he/she gets to state for leave that they asked you to pay for.They Requests money (wire transfers) and Amazon, iTune ,Verizon, etc gift cards, for medicine, religious practices, and leaves to come home, internet access, complete job assignments, help sick friend, get him out of trouble, or anything that sounds fishy.The military does provide all the soldier needs including food medical Care and transportation for leave. Trust me, I lived it, you are probably being scammed. I am just trying to show you examples that you are most likely being connned.Below is an email response I received after I sent an inquiry to the US government when I discovered I was scammed. I received this wonderful response back with lots of useful links on how to find and report your scammer. And how to learn more about Romance Scams.Right now you can also copy the picture he gave you and do a google image search and you will hopefully see the pictures of the real person he is impersonating. this doesn't always work and take some digging. if you find the real person you can direct message them and alert them that their image is being used for scamming.Good Luck to you and I'm sorry this may be happening to you. please continue reading the government response I received below it's very informative.   You have contacted an email that is monitored by the U.S. Army Criminal Investigation Command. Unfortunately, this is a common concern. We assure you there is never any reason to send money to anyone claiming to be a Soldier online. If you have only spoken with this person online, it is likely they are not a U.S. Soldier at all. If this is a suspected imposter social media profile, we urge you to report it to that platform as soon as possible. Please continue reading for more resources and answers to other frequently asked questions:  How to report an imposter Facebook profile: Caution-https://www.facebook.com/help/16... < Caution-https://www.facebook.com/help/16... >   Answers to frequently asked questions:  - Soldiers and their loved ones are not charged money so that the Soldier can go on leave.  - Soldiers are not charged money for secure communications or leave.  - Soldiers do not need permission to get married.  - Soldiers emails are in this format: john.doe.mil@mail.mil < Caution-mailto: john.doe.mil@mail.mil > anything ending in .us or .com is not an official email account.  - Soldiers have medical insurance, which pays for their medical costs when treated at civilian health care facilities worldwide – family and friends do not need to pay their medical expenses.  - Military aircraft are not used to transport Privately Owned Vehicles.  - Army financial offices are not used to help Soldiers buy or sell items of any kind.  - Soldiers deployed to Combat Zones do not need to solicit money from the public to feed or house themselves or their troops.  - Deployed Soldiers do not find large unclaimed sums of money and need your help to get that money out of the country.  Anyone who tells you one of the above-listed conditions/circumstances is true is likely posing as a Soldier and trying to steal money from you.  We would urge you to immediately cease all contact with this individual.  For more information on avoiding online scams and to report this crime, please see the following sites and articles:   This article may help clarify some of the tricks social media scammers try to use to take advantage of people: Caution-https://www.army.mil/article/61432/< Caution-https://www.army.mil/article/61432/>   CID advises vigilance against 'romance scams,' scammers impersonating Soldiers  Caution-https://www.army.mil/article/180749 < Caution-https://www.army.mil/article/180749 >   FBI Internet Crime Complaint Center: Caution-http://www.ic3.gov/default.aspx< Caution-http://www.ic3.gov/default.aspx>   U.S. Army investigators warn public against romance scams: Caution-https://www.army.mil/article/130...< Caution-https://www.army.mil/article/130...>   DOD warns troops, families to be cybercrime smart -Caution-http://www.army.mil/article/1450...< Caution-http://www.army.mil/article/1450...>   Use caution with social networking  Caution-https://www.army.mil/article/146...< Caution-https://www.army.mil/article/146...>    Please see our frequently asked questions section under scams and legal issues. Caution-http://www.army.mil/faq/ < Caution-http://www.army.mil/faq/ > or visit Caution-http://www.cid.army.mil/ < Caution-http://www.cid.army.mil/ >.  The challenge with most scams is determining if an individual is a legitimate member of the US Army. Based on the Privacy Act of 1974, we cannot provide this information. If concerned about a scam you may contact the Better Business Bureau (if it involves a solicitation for money), or local law enforcement. If you're involved in a Facebook or dating site scam, you are free to contact us direct; (571) 305-4056.   If you have a social security number, you can find information about Soldiers online at Caution-https://www.dmdc.osd.mil/appj/sc... < Caution-https://www.dmdc.osd.mil/appj/sc... > . While this is a free search, it does not help you locate a retiree, but it can tell you if the Soldier is active duty or not.  If more information is needed such as current duty station or location, you can contact the Commander Soldier's Records Data Center (SRDC) by phone or mail and they will help you locate individuals on active duty only, not retirees. There is a fee of $3.50 for businesses to use this service. The check or money order must be made out to the U.S. Treasury. It is not refundable. The address is:  Commander Soldier's Records Data Center (SRDC) 8899 East 56th Street Indianapolis, IN 46249-5301 Phone: 1-866-771-6357  In addition, it is not possible to remove social networking site profiles without legitimate proof of identity theft or a scam. If you suspect fraud on this site, take a screenshot of any advances for money or impersonations and report the account on the social networking platform immediately.  Please submit all information you have on this incident to Caution-www.ic3.gov < Caution-http://www.ic3.gov > (FBI website, Internet Criminal Complaint Center), immediately stop contact with the scammer (you are potentially providing them more information which can be used to scam you), and learn how to protect yourself against these scams at Caution-http://www.ftc.gov < Caution-http://www.ftc.gov > (Federal Trade Commission's website)

Call Report is a tool used by sales representatives which contains a detailed account of all the calls a salesman has made in a period of time and their outcome A call report is usually submitted to the Area Sales Manager (ASM).The call report usually contains the date and time of the meeting, the people present, what ...

Introduce yourself. First, say your name and which company you work for. ... Establish rapport. The call is already deviating from the standard cold call. ... Use a positioning statement. A positioning statement shows your prospect you work with similar companies and understand their challenges.

Identify a product or service to focus on. Hone in on your target audience. Develop your benefits. Link your benefits to pain points. Ask questions about those pain points. Don't talk too much. Always close for something.

Call Report is a tool used by sales representatives which contains a detailed account of all the calls a salesman has made in a period of time and their outcome A call report is usually submitted to the Area Sales Manager (ASM).The call report usually contains the date and time of the meeting, the people present, what ...

Look over the requirements of your visit report. There is no 1 way to write a visit report. ... Start the airSlate SignNow with general information about the visit. This will serve as your introduction. ... Define the purpose of the site. ... Explain what happened during the visit in chronological order. ... Summarize the operations at the site.