Mundo Maya Sales Visit Log Sales Person*FernandoMarianoNicoRodrigoAccount Name* Nombre What city is the account located?*AkumalCancunCozumelIsla MujeresPuerto MorelosPlaya del CarmenPuerto AventurasTulumBusiness Owner / Buyer's Name* Nombre What was the purpose of this visit?*First visit on a new client.First email to a potential client.Return visit to a potential a client.Tasting with a potential client.Sales call on existing client.Delivery of product or supplies to client.Training of waitstaff.What was the outcome of the visit?*Business is closed permanently.Business was closed today.Buyer was too busy. Told me to come back later.Buyer was not interested.Account asked for price list via email.Scheduled an appointment to taste product.Tasted the product today.General follow-up on client.When is the appointment?*Please also add the appointment to Google Calendar. Did they purchase product?*YesNoWhat did the purchase?*Beer only.Seltzer only.Both beer and seltzer.Please provide us with the account Nombre Fiscal.* Please provide us with the account RFC.* Please provide us with the account Dirección Fiscal.* Please provide us with the account Dirección de Entrega.* Please provide us with the account Telefono.* Please provide us with the account Correo Electrónico.* Please provide us with the account Nombre del Contacto.* Please provide us with the account CFDI.* Please provide us with the account Forma de Pago.* Please provide us with the account Días de Crédito.* Please provide us with the account Notas en general.* Why did they not purchase?*Did they purchase product?*YesNoAny additional notes about the client?
