More context:
Organization is based on personal systems, but each person needs some sort of system for his/her desk, briefcase, and tablet. When speaking with clients, a salesperson needs the ability to immediately access the material needed, be it a sales sheet, a contract, facts about the client or market, and ability to access the inventory for the media vehicle. Most people keep numbers and email addresses in personal phones, but a salesperson also needs a file on each client.
The file, which can be cross-referenced and accessible from the field, should include:
• Client’s phone numbers
• Email addresses
• Social network sites
• Business department of company with names and numbers
• Backup name and contact information
• Status of the Account (Prospect, 1st Call, 2nd Call, etc.)
• Copy of the contract
• Details of productions and schedules of ads running
• Any information pertinent about the client