Phase II
Fill this out after you have spoken to the Lead or the lead has failed to call you and is not interested. This section should be updated several times throughout the course of the prospecting and sales process.
The below file has a list of all JotForms and can be used to find your Edit Links so you can come back to your JotForms and easily update them. **Bookmark this link**.
Sheet Name/Link:[General Closers] - JotForm Edit Reference Sheet
Loom:ALL Closers JotForm Claim Edit Sheet - How to use this sheet