New Business Quick Leads

Whenever any member of your staff spots a potential opportunity to do business with a company they can file a New Business Quick Lead to begin the process. This is just a mostly abstract file stating the information for the business and essentially declaring that they are a potential future business partner. Here is the form for creating a New Business Quick Lead:

Not all of the information has to be filled in, it's just the start to a potential business opportunity.

If there's enough confidence that this business might be interested, you can convert this form into a "New Business Lead". The button is on the form to do so.