The columns
Date, the person who filed, who they met, the place, the products, the quantity, what was said, and the follow-up. Rename a column in your own copy if your team uses a different word.
Template
Daily call report format
Columns a field team already knows. Download the sheet, or let a phone call fill the same columns.
Filled from a call
The same columns can be filled by phone. The person talks through the visits. A name, product, or quantity they did not say is left empty.
One row, one visit
Keep one row for each person they met. A day with eight visits is eight rows, not one long note.
| Date | Person | Who they met | Place | Products | Quantity | Follow-up |
|---|---|---|---|---|---|---|
| 12 Oct | Ravi | Dr Sharma | Kothrud | Cefixime 200 | 2 packs | Call next week |