Language
English (UK)
Office Use Only...
Make updates then click 'SAVE' button.
TIP: Set Call Status to 'Lead Cancelled', 'Quoted', 'DONE!!', or 'IGNORE!' to remove from your To-Do list.
{name}
Call Number: {callNumber}
{addrStreet}, {addrCity}
{mainPhone}
{email}
{comments}
{mapurl}
Lead Status
Lead Cancelled
See Previous Call
Quoted
DONE!!
IGNORE!
Spoke to Client
Left VM
No Answer
Email Sent
Waiting for Client
Updated By
By John
By Pat
By Dale
Action Required
None
Call Back
Send Email
Wait for Client
Visit
Repair
Quote
Discuss
Update System
Assigned To
John Moriarty
Pat Martin
Dale Praught
Other
Sales Call Notes
Would you like to create a quote and close this Call Record?
YES
NO
SAVE
...Office Use Only End
Reason for Call
Request Quote
Repair
Complaint
Cancellation
Please Call
Other
Quote Number (if available)
Name
*
Company
Street
(# and Name)
Unit
City or Town
Bobcaygeon
Bowmanville
Bridgenorth
Buckhorn
Burleigh Falls
Campbellford
Cavan
Cobourg
Colborne
Crowes Landing
Douro
Douro-Dummer
Dummer
Ennismore
Fenelon Falls
Hastings
Havelock
Janetville
Keene
Lakefield
Lindsay
Millbrook
Norwood
Omemee
Otonabee
Peterborough
Port Hope
Port Perry
Selwyn
South Monaghan
Stoney Lake
Warsaw
Other
Postal Code
mapURL
Main Phone
(Format: 705-243-1111)
Ext #
phoneURL
Main Phone Type
Main
Home
Cell
Business
Other
Alternate Phone
(Format: 705-243-1111)
Ext #
phoneURL2
Alternate Phone Type
Home
Cell
Business
Other
Email
Preferred Contact
Main Phone
Alternate Phone
Email
sendNoticeEmail
qwsURL2
Requested to Speak To
Unspecified
John
Pat
Dale
Other
Web Site
Web Site Generated
Comments
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