Prospect Form

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Reason for declining / not getting the job
Sales Stage
Likely Fee
Probability
Priority
Reason for Win or Loss
Stage Lost
In Conservation Area?
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Team
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Team
Prospect Form
  • {name}
-Record as much info as you can.
-Ensure you have an email and a phone number
-If a client has a connection to one of the directors allocate it to Tom or Tomas. Otherwise leave blank.
- Directors expected to check prospects every day.
  • {name}
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  • {name}
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