# Outside sales

> Sample threads for field sales reps logging visits, updating deals and sending agreements from the car.

Source: https://asktack.com/docs/examples/outside-sales/

For reps who spend the day between customer visits. Tools: [HubSpot](https://asktack.com/docs/integrations/hubspot/), [Pipedrive](https://asktack.com/docs/integrations/pipedrive/), [DocuSign](https://asktack.com/docs/integrations/docusign/) and [Salesforce](https://asktack.com/docs/integrations/salesforce/), all coming soon.

**Status:** these integrations are still being built, so the threads below show where we're headed, not what works today.

## Log a visit

> **You:** Log my visit with Acme, they want 200 units by March
>
> **Tack:** Logged the visit and opened a deal for 200 units, close date March 1. Follow up next Tuesday?
>
> **You:** Yes

A note on the Acme company record, a new deal and a follow-up task, all from one text.

## Send an agreement

> **You:** Send Elena the supply agreement
>
> **Tack:** Supply agreement is ready for Elena Ruiz at Acme. Send?
>
> **You:** Yes
>
> **Tack:** Sent. I'll text you when she signs.

## Before the next stop

> **You:** What's open with Brightline?
>
> **Tack:** One open deal, $18,000, in Proposal. Last visit Oct 2: "Wants pricing on the 40-pack." No tasks due.

## Plan the day

> **You:** Who haven't I seen in 60 days in Travis County?
>
> **Tack:** 6 accounts. Closest to you: Hill Country Supply, Ridge Hardware, Lakeway Builders. Add visits for today?
