Copy of Snippet "LDR Notes"

[Andrew_Wright]

LDR Notes

{time: MM-DD-YY} | {time: h:mm A} | [YOUR NAME]
Accountant Information (confirmed)

• Contact Name:
• Business Name:
• Phone:
• Email:
• COID:
• Location/Time Zone:
• Total Number of Clients:

Services Offered (yes/no)

• Bookkeeping:
• Payroll:
• Payments:
• Other:

NEXT STEPS - Qualified Leads Scheduled with AE

• Important Notes:
• Scheduled Appt Details: