Incoming Lead Form (only use in
incognito mode
)
If you forget your Sales Rep # check
this page
.
If a lead is yours please fill out both Sales Rep # AND T1 ID (or T2 if you're a T2 Advisor).
Contact First Name
Contact Last Name
Contact Email*
Sales Rep #
T1 ID
T1 Follow Up Date
T1 Pipeline (Update if they are new and unscheduled prospects)
Select...
Unscheduled Prospect
Scheduled Prospect
Lead
Scheduled Strategy Session
Send to VIP
Paid
90 Days
Signed up with different email
Not a fit
Lost
T2 ID
T2 Follow up date
SQL
Select...
Yes
No
Notes
Timezone
Select...
(GMT -12:00) Eniwetok, Kwajalein
(GMT -11:00) Midway Island, Samoa
(GMT -10:00) Hawaii
(GMT -9:00) Alaska
(GMT -8:00) Pacific Time (US & Canada)
(GMT -7:00) Mountain Time (US & Canada)
(GMT -6:00) Central Time (US & Canada)
(GMT -5:00) Eastern Time (US & Canada)
(GMT -4:00) Atlantic Time (Canada)
(GMT -3:30) Newfoundland
(GMT -3:00) Brazil, Buenos Aires
(GMT -2:00) Mid-Atlantic
(GMT -1:00 hour) Azores
(GMT) Western Europe Time, London
(GMT +1:00 hour) Brussels, Copenhagen
(GMT +2:00) Kaliningrad, South Africa
(GMT +3:00) Baghdad, Riyadh, Moscow
(GMT +3:30) Tehran
(GMT +4:00) Abu Dhabi, Muscat, Baku
(GMT +4:30) Kabul
(GMT +5:00) Ekaterinburg, Islamabad
(GMT +5:30) Bombay, Calcutta
(GMT +5:45) Kathmandu
(GMT +6:00) Almaty, Dhaka, Colombo
(GMT +7:00) Bangkok, Hanoi, Jakarta
(GMT +8:00) Beijing, Perth, Singapore
(GMT +9:30) Adelaide, Darwin
(GMT +10:00) Eastern Australia, Guam
(GMT +11:00) Magadan, Solomon Islands
(GMT +12:00) Auckland, Wellington, Fiji
(GMT +9:00) Tokyo, Seoul, Osaka
Office Phone
Cell Phone
Date of 1st Call
Date of 2nd Call
Actual Date of 1st Call
Actual Date of 2nd Call
Last Conversation Length
Duplicate Contact ID
Duplicate Contact
Select...
Yes
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