Employee Sales Leads

Happy Pipeline Day, everyone!

A few instructions on how to use the form:

• First name, Last name, Work email, and Company relate to the lead you are capturing

• Referrer Name and Referrer Email is YOUR information so we know who referred the lead/demo request

• For the Notes for rep field, consider answering these questions (255 character limit):

  • Date & Time for requested demo? (Important!)

  • How did you reach out to this contact?

  • What was their response?

  • Any follow-up requests?

  • Are they currently evaluating?

  • Purchase timeframe?