Riverside Sales Activity: Tracking & Next Actions

Riverside Sales Activity Tracking Updates & Next Actions
Source*

Front Desk (phone call)Front Desk (walk-in)Website InquiryOther
Entered By*

BrendaChrisJohnnyJulesMonica
Tour Scheduled

YesNo
Tour Date and Time
Original Inquiry Date (xx/xx/xx)*
Potential Resident's Name *

First NameLast Name
Contact Person (if different than potential resident name, otherwise leave blank)

First NameLast Name
Contact Phone Number*
Please enter a valid phone number.
Type Living*

Independent Living (Wilson Street)Husband and WifeMore Care Needed (Line Street)Not Sure
Lead Quality*

Very GoodGoodFairPoorUnsureGhostingNo Go
Notes From Contact*
Next Action*
Next Action Date

MonthDayYear
Date
Next Action To Be Taken By...*

ChrisJohnnyMonicaBrendaOther
Status*

ActiveShort Term NurtureLong Term NurtureDisqualified
Electronic File Only

Yes
Should be Empty:

Riverside Sales Activity Tracking Updates & Next Actions