Small Business Lead Sheet

Form Template

This Small Business Lead Sheet has 2 sheets.

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Created by: Team GoCanvas
Type: Sheets
Language: English
Country: United States of America

The first sheet covers the leads. Questions include:Business Name, Address, Decision Maker Name, Phone Number, Email Address, How Many Lines, Does the company currently have a Fleet Solution, Do they currently have any ETFs with another Fleet Company, and How many vehicles/ equipment. The second sheet deals with the lead summary, and answers questions about:Any other decision makers and best time to reach them (Morning/Evening), What type of solutions are they looking for, and Current provider/equipment.

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