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how to schedule a f/u appt from a visit to a client where the meeting didn't occur

paulcampanelli99 4 weeks ago 0

I'm in sales and have to cold call. I schedule my cold calls, but I obviously don't get to meet with everyone I plan on meeting. How can I schedule a follow up directly from the originally scheduled visit along with notes like the name of the person I spoke with and any materials I've left behind, or email I obtained

App:
Windows app