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Sales Leads

Please Record all Sales Call Information

This form is for documenting inbound phone calls for the purpose of tracking sales leads.  The first 5 fields are required for submission.  The next set of fields should be obtained if at all possible.  The last set of fields should be added after you have transferred the phone call and have a chance to look up some additional information.
I just lost a big lead because no one recorded it.
And on my birthday of all days...

REQUIRED

Please get all the following
information in your call:

Support Contact not valid (required or bad value)

Name not valid (required or bad value)

DealerShip Name not valid (required or bad value)

Phone Number not valid (required or bad value)

Have they Spoken to Anyone? If so who? not valid (required or bad value)

Who the call was transfered to: not valid (required or bad value)

HELPFUL

This additional information
will be appreciated by the
sales team.

Email not valid (required or bad value)

AFTER CALL

Please get all the following
information in your call:






 

 
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