{time: MM-DD-YY} | {time: h:mm A}
Next Steps [AE]:
Accountant Firm/Contact
- Salesforce Lead Contact Details Confirmed [Y/N]:
- QuickBooks Clients:
- Total Clients:
- Potential Opportunity:
- Tech Stack:
- Advisory:
- Bookkeeping:
- Payroll:
- Payments:
- Tax:
- AE Notes:
Y: Yes
N: No
N/A: Not able to ask/Unknown