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Prospect Follow-up Card - Financial Planning (Australia) Mobile App

Just met a prospect and promised to follow up with them later? Use this handy app to capture their details and create a reminder of what to do and when. Even take a photo of their business card! Add or customise details as you need.

  • Lendlease
  • The Cooperative
  • PG&E
  • Red Bull
  • Mirvac

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Take a peek inside the Prospect Follow-up Card - Financial Planning (Australia) Mobile App

Included Features

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Included Fields

Customize to add, remove, or edit any of the fields below.

  • Ico multiline

    Prospect Company

  • Ico textbox

    Contact Name

  • Ico textbox

    Contact No.

  • Ico textbox

    Email

  • Ico textbox

    Website

  • Ico multiline

    Address

  • Ico textbox

    Suburb

  • Ico dropdown

    State

  • Ico textbox

    Postcode

  • Ico dropdown

    Interested in

  • Ico camera

    Business Card

  • Ico date

    Date

  • Ico multiline

    Comments

  • Ico multiline

    Next Action

  • Ico textbox

    Potential value to business

  • Ico dropdown

    Action

  • ...and More!

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