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  • Invest Client Name

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    puniya629
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    This daily sales report document lists 15 potential clients for insurance products, including their relationship to the sales agent, expected premium amount of 36,000 for each, and a status of "C" for cold, not yet talked to. It provides an overview of potential sales leads for the day and their current status in the sales process.

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    Invest client name

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    This daily sales report document lists 15 potential clients for insurance products, including their relationship to the sales agent, expected premium amount of 36,000 for each, and a status of "C" for cold, not yet talked to. It provides an overview of potential sales leads for the day and their current status in the sales process.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    14 views2 pages

    Invest Client Name

    Uploaded by

    puniya629
    This daily sales report document lists 15 potential clients for insurance products, including their relationship to the sales agent, expected premium amount of 36,000 for each, and a status of "C" for cold, not yet talked to. It provides an overview of potential sales leads for the day and their current status in the sales process.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 2

    DSR - Daily Sales Report

    S No. Potential Client Name Your Relation Wit Expected premiun Status
    1 R.D. Puniya Father 36000 C
    2 C.L.Puniya Big Father 36000 C
    3 B.L. Puniya Uncle 36000 C
    4 Manoj Bhai 36000 C
    5 Sonu Bhai 36000 C
    6 Jitendra Friend 36000 C
    7 Rohit Bhai 36000 C
    8 naresh Friend 36000 C
    9 Chenda lal Uncle 36000 C
    10 kana Ram Friend 36000 C
    11 Sarita Sister 36000 C
    12 Puran Uncle 36000 C
    13 Heera lal Uncle 36000 C
    14 Monu Bhai 36000 C
    15 Pinki bhabhi 36000 C

    SATUS
    C-Cold Yet To Talk
    W-Warm Talked and showing tha interest
    H-Hot Convinoed and ready to invest
    CL-Closed Documents and payments received anddeal is closed
    Remarks

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