Copy of Snippet "LDR OBACCT Lead Notes v.4"

[Andrew_Wright]

{time: MM-DD-YY} | {time: h:mm A} | [LDR Name]

Accountant Firm/Contact

• Salesforce Lead Contact Details Confirmed [Y/N]: 

Firmographics/Services Offered

• QuickBooks Clients: 
• Total Clients: 
• Potential Opportunity: 
• Tech Stack: 
• Advisory: 
• Bookkeeping: 
• Payroll: 
• Payments: 
• Tax: 

Additional/Extra Information

• LDR Notes: 

Y: Yes 
N: No 
N/A: Not able to ask/Unknown