Enter Your Sales result Here

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Sales Rep(Required)

Address(Required)

Street Address Address Line 2 City State ZIP Code

Client Primary Contact(Required)

First Last

Would you like to add a secondary contact?

Yes

Client Secondary Contact

First Last

Appointment Date(Required)

Appointment Time(Required)

Appointment Result(Required)

Who Will Be Following Up?(Required)

Follow Up Date(Required)

Project Sold Price(Required)

Will This Project Be Financed?(Required)

Will this project be a good candidate for photos?(Required)

How Interested Were Clients BEFORE Meeting?(Required)

Scale of 0-5, 0 being NOT interested and 5 being VERY interested

Painpoints for Not Selling(Required)

If the project did not sell, please share some painpoints -- price too high, not ready, not qualified, etc.

Appointment Details(Required)

Please share appointment details -- How interested were the clients? What were they excited about? What are they nervous about?

Project Details(Required)

What does this project entail? All new cabinets? Just drawers and doors? How many windows? Give a brief description in this field.

Select Product(Required)

Please select product this appointment was for.

How Interested Were Clients AFTER Meeting?(Required)

Scale of 0-5, 0 being NOT interested and 5 being VERY interested

Please Upload your Contract & Photos Here

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