Poppins

Poppins

Client Meeting Status Update

First Name *

Last Name *

Phone *

Email *

Appointment Status *

-select-an-option

Showed/Demo Completed
No-show
Not Interested/Not Good Fit
Purchased on The Call
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List is empty.

If Sold Lead Value:

$

INTERNAL NOTES: (NOT SENT TO CLIENT)

Conversation Recap Notes (THESE ARE EMAILED TO CLIENT):

Send Conversation Recap Email?

Yes (send email)

No (don't send email)

Do Not Contact Again

Select A Date To Follow Up With The Lead On

763-878-6655

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