Call/Meeting Status Form
L.O Name
*
Alex Buya
Breelyn Wilson
Brittany Peters
David Carpio
Donovan Hooks
Jarrod Perry
Jesse Busch
John Alvarez
Justin Abad
Keith Gossweiler
Michael Joseph
Mickey Yanes
Miguel Santiago
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Loan/Product
*
ERC opportunity
MCA opportunity
Advanced Funding opportunity
SBA
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First Name
*
Last Name
*
Company Name
*
Phone - MUST MATCH CONTACT
*
Company Email - MUST MATCH CONTACT
*
Call/Appt Status
*
Reschedule (sends reschedule link)
Not Interested
Interested (Auto Send Checklist)
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If Sold Lead Value
$
Internal Notes NOT Sent to Client!!
*
Follow Up On
Conversation RECAP NOTES (THESE ARE SENT TOO CLIENT)
Send Conversation Recap email?
*
YES (Send Email)
NO (Don't Send Email)
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