Salesperson Call Template

Struggling to keep up with your sales team? Never miss a detail about their sales calls and sales activities again with Formsite’s Salesperson Call Report Template. This editable form can be embedded directly into your website and is also mobile friendly, so sales reps and sales managers can open a new report from any mobile device no matter where they are. Easily share form data by sending it to the team via optional notifications, or send data directly to your CRM system. More than just a sales call log, the Salesperson Call Report Template has editable fields that can be customized to suit your sales process and sales performance goals. Use the form builder to easily add your own fields including sales representative name, call date, number of calls, and more.

Use the Salesperson Call Report Template for daily call activities, or customize it for use with cold calls or calls made on a weekly basis. Data collected can be exported in a variety of formats, including Excel and PDF, so you can use it in other contexts for sales reporting and tracking other metrics.