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