YIELD/FIELD
Sales Touchpoint
Log outcomes, notes, and follow-ups across all brands
Step 1 of 4 — Rep & Account
Start here for every stop, then add anything else that applies below — inventory checks (needed on almost every visit), photos, etc.
Marketing
Start here for marketing stops, then add anything else that applies below.
Brand / General Notes
Not a sales or marketing visit? Pick any activity type above that fits, or log one of these:
Step 2 of 4 — Which brands?
QUICK SELECT
Step 3 of 4 — Outcomes & Notes
One note · all brands
Each brand gets its own isolated copy — routes to that brand's dashboard only
Step 4 of 4 — Follow-up & Submit
🟢 Low
🟡 Medium
🔴 High
📷 Add a photo
Shelf photo, menu board, whatever's relevant — pick one from your camera roll or take a new one. Works the same way for Vendor Day, Sales Touchpoint, and Merchandising Visit logs — shows up on the brand's dashboard.
Summary
Touchpoint logged