CRM Prospect / Client Setup Form

CRM Prospect / Client Input Form
Salesperson:*

(Becky)(Jay)(Chas)(Chase)(Rob)
Status

ProspectClient
Client Name

First NameLast Name
Point of Contact*

HomeownerDesignerGC
Homeowner Phone Number*
Homeowner Email
example@example.com
Unit/Floor/Location:
Notes
Job Address:*

Street Address

Street Address Line 2

CityState

Zip Code
Upload any applicable files:

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Should be Empty: