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Makro Customer Visit Form

by CDM602 KH602, from the Community

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The Makro Customer Visit Form helps sales executives document customer information and visit outcomes during store calls. Capture customer name and ID, visit date and location, photos of the shop and staff, customer voice and feedback, product needs with quantities and prices, and check M Coin status and redemption. Record orders with an attached photo of the order note, and collect visitor signatures for accountability. Ideal for retail and wholesale field sales teams to standardize visits, improve follow-ups, and track opportunities.

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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.