Sales Activity Card

Essential client, project, and contact information required to identify the sales activity and the key stakeholders involved.

Record the products included in the sales activity, together with their quantities and units of measurement.

Specify the agreed fulfilment period and indicate whether the delivery is on schedule.

Record the planned implementation period for the products or services.

Specify whether the sales opportunity originated through direct client communication or through a tender process.

Record the progress of the commercial documents required to proceed with the sales activity.

Record the agreed payment terms and payment method.

Specify who is responsible for transporting the products to the client.

Attach the logistics documentation related to the sales activity.