Sales Lead Capture Slip
Sales Lead Capture Slip
This form is designed to assist the sales team in collecting vital information about prospective clients or customers. Please check off or fill in the appropriate fields to indicate the source of the lead, interest level, products or services of interest, budget, and timeline for purchase. Your accurate completion of this form is crucial for subsequent sales activities.
Sales Representative Details
|
Field |
Information |
|---|---|
|
Name |
|
|
Email Details |
|
|
Phone Number |
|
|
Date |
Lead Information
|
Field |
Information |
|---|---|
|
Full Name |
|
|
Company/Organization |
|
|
Email Details |
|
|
Phone Number |
|
|
Industry |
Initial Assessment
|
Criteria |
Options |
|---|---|
|
Lead Source |
|
|
Interest Level |
|
|
Products/Services Interested |
|
|
Budget Range |
|
|
Timeline for Purchase |
|
Notes/Comments:
This Sales Lead Capture Slip is confidential and is the property of [Your Company Name]. Unauthorized distribution is strictly prohibited.
