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When a sales person claims a false visit, there is usually a deeper issue. Why did the sales not want to see the client? Was it a time issue? Sales person being lazy or something else?

If the sales person knows that you knows - just ask - I know you did not visit this client, can you tell me what is going on?

If the sales person does not know that you know then

  • Contact the client and get a sense of the situation
  • Ask if the client wants to be visited,
  • Ask if the client expecting the sales person.

If client does not want to be visited there maybe a personality conflict and perhaps this account should be with a different sales person.

If the client was expecting the sales person, apologize and promise to address it with sales person. Ask the client if they are in general satisfied with the sales representative and address any issues.

Then talk with the sales person and tell them you talked to the client and understand that they were at the location. And ask them what is going on? Let them tell you before you tell them.

Open, honest and straight forward discussions will keep with relationships in tack and allow for a stepping forward point.

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14y ago

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