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Acta de Visita Comercial RCO-006

by Aliz Estefani Gallardo Rojas, from the Community

Downloads: 10+
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Utiliza esta plantilla RCO-006 para documentar visitas comerciales de forma clara y consistente. Registra datos del cliente, fecha y hora, responsable, etapa de la gestión (primer contacto, entrega y seguimiento de propuesta, aceptación, mantenimiento u otros), descripción de actividades realizadas y compromisos o recomendaciones. Incluye campos para firma del cliente y del ejecutivo comercial, facilitando la trazabilidad y el cierre de acuerdos. Ideal para equipos de ventas que buscan estandarizar reportes y mejorar el seguimiento de oportunidades.

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Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.