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Name:
(First/M/Last)
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Type of Account:
Residential
Other
Other:
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Type of Entry:
New Lead
Referral
Customer Service
Lead Contact Information
Email:
Home Phone:
Cell Phone:
Fax or Work Phone:
Street Address 1:
Street Address 2:
City:
State:
Zip Code:
Lead Account Information
Account#:
(For existing customers)
Referral Source:
Angie's List
CPP
EK
Existing Customer
Friend or Family
John Broome
Jomar
Ledge Brook
Mass Energy
Mass Save
Mitsubishi
Newsletters
Phone Book
Postcard
Social Media
Trane
Website
Urgency:
1
2
3
4
5
(Where 5 is very urgent)
Financing:
Interested
Not Interested
Lead Type:
Heating Fuel
Heating
Cooling
Hot Water
Conversion
Oil Tank
Customer Service
Misc.
Fuel Type:
Heating Oil
Natural Gas
Propane
Electric
Status:
No Action
New Lead
Contacted
Appointment Made
Appointment Held
Proposal Sent
Awaiting Financing
Pending
Won
Lost
Resolved
Files:
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Customer Notes: