Customer Lead Sheet

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Date: ____/____/____ Source: ____________ Rep: _________ By: ______
Literature: EU pkg Dlr pkg
Contact name: ________________________________________________
Manuals: ________________________
Company: ____________________________________________________
Brochures:
_________
__________
Address: _____________________________________________________
________
_________
_________
City___________________________ State: _____ ZIP: _______________
Testimonials
Other_____________
Tel 1: (____) _______________ Tel 2: (____) _______________
________________________________
FAX (____) ____________________ Status:
Buyer
Hot
Warm
Cold
CC: Dealer name: ________________ _
Type:
D prospect
E prospect
D customer
E customer
Company: ______________________
____________________________________________________________
Others: _________________________
Date sent: ___/___/___
By: _______
Application/Label use:
____________________________________________________________________________________
________________________________________________________________________________________________________
_________________________________________________________________________________________________________
________________________________________________________________________________________________________
Prospective purchase (product, quantity, time frame) ____________________________________________________________
Competition:____________________________________________________________________________________________
------------------------------------------------------------ Dealer Profile
Dealer Profile
Dealer Profile
Dealer Profile
Dealer Profile ----------------------------------------------------------
Business type: ____________________________________________________________________________________________
Market applications /Industries: ________________________________________________________________________________
Company size ($/year): ____________________
# employees__________________ # of sales people____________________
Brand/Quantity of product sold: B1_________________________/ Q1_______
B2_________________________/Q2 _______
B3_________________________/Q3_______
Other related hardware/ software: ____________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
Potential yearly sales: ____________________________________________________________
End user leads?
Y
N
Territory: ________________________________________________________________________________________________
Notes: ___________________________________________________________________________________________________
___________________________________________________________________________________________________________
______________________________________________________________________________________________________________
___________________________________________________________________________________________________________
_________________________________________________________________________________________________________
Customer Lead Sheet
Customer Lead Sheet
Customer Lead Sheet
Customer Lead Sheet
Customer Lead Sheet

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