Calls_sales

Here you will learn how to use the Calls_sales input table.

Calls_sales Walkthrough

Understanding Calls_sales

The Calls_sales page is where all scheduled calls with leads are tracked and updated. This sheet acts as the central log for tracking each sales interaction.

Each row represents a booked call and must be completed appropriately based on what occurred during the interaction.

Here, you get a view of the Calls_sales page. It’s extensive but straightforward, showing all the columns and the type of information we can store in this sheet:

If in doubt, remember that every term has a detailed definition and can be found in the Glossary of Variables.

Glossary of Variables

How it Works

The system automatically fills the columns highlighted in gray; no action is required. These are populated with information from the CRM and from the questions the person answered when scheduling the call. The ones in blue (highlighted in the picture) can be modified and must be completed correctly by each sales rep, depending on the outcome of the call, to ensure accurate and appropriate reporting. These include: Type, Reminder, Status, Objection, Offered, Notes, and Recording.

Remember, the data entered in the Calls_sales sheet will later be used for sales training, call analysis, and other performance evaluations. Any missing or incorrect information could impact your ability to review sales interactions, identify areas for improvement, and ensure the effectiveness of our strategies. Accurate and complete reporting in each field is essential for meaningful analysis and team development.

The system has been designed to facilitate easy and accurate completion of all tasks. If any required field is left blank or if the entered information doesn’t make sense, the system will automatically detect the issue and flag it in the "NOT_filled" column. When the entry is complete and correct, this column will show “Good”. If something is missing or inconsistent, an “Error” message will be displayed, indicating that an item needs to be reviewed or corrected.

To help you fully understand how it works, let’s look at two examples—one correctly filled and one with errors.

  1. Here is a visual example of how a row should be filled out correctly to ensure all data is processed without issues:

  2. If any key data is missing or wrong, the system will turn the missing cells red like this:

Identifying Errors in Data Entries

You already know that the system highlights any mistakes made, but what exactly qualifies as a mistake?

Let’s explore some specific cases with visual examples to clarify this.

  1. A Demo & Sales Call marked as a "No Show" shouldn’t have an Objection recorded, since the call didn’t happen, no objection could be raised. That’s why this field is marked in red.

  2. This is classified as a Sales Call—it makes no sense to mark “Sales Call” as something that was offered, haha. That’s why it’s highlighted in red.

  3. This generates an error because key data is missing—it must be completed to avoid triggering the red highlight.

Additionally, when a lead has already made their first payment, their Email and full name fields will be highlighted in green. This helps the team quickly identify paying clients.

Here’s an example of the Calls_sales sheet filled out with some errors, so you can try to identify what’s missing or incorrect.

And as a bonus, let’s fill out a call completely from scratch!

Thanks for reading!

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