Copy of Snippet "OBACCT Lead Notes v.3 (unreleased)"

{time: MM-DD-YY} | {time: h:mm A} 

Next Steps [AE]: 

Accountant Firm/Contact [LDR]

  • Salesforce Lead Contact Details Confirmed [Y/N]: 
Firmographics/Services Offered [AE/LDR]
  • QuickBooks Clients: 
  • Total Clients: 
  • Potential Opportunity: 
  • Tech Stack: 
  • Advisory: 
    • AE: 
  • Bookkeeping: 
    • AE: 
  • Payroll: 
    • AE: 
  • Payments: 
    • AE: 
  • Tax: 
    • AE: 
Additional/Extra Information [AE/LDR]
  • LDR Notes: 
  • AE Notes: 

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