INBOUND CALLS, EMAIL INQUIRY, ONLINE INQUIRY

PODIO

LEAD SOURCE:
Outreach
LEAD from SDR: cold-call
returning client
SEO, google search

full name
phone number, preferred
address
email
scope of work

Existing client? always no

Location name: Company name

Existing location: always no

Lead reviewed: always yes activate lead

info entered by phone call

location notes: SCOPE OF WORK

Type of lead

Stage of lead

Leads Commercial --

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ADD Activity:
follow up call assign to whoever