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?