✔ Send client link to Lead Sheet
Completed by Hector M.
- Assigned to
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Hector M.
- Notes
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Subject -
Here's the lead sheet for your website!
Hi ((Client))
The following Google Docs link { } is for a spreadsheet we have created to help you keep track of your leads and keep them organized. We have also sent you an invitation notice via email. This spreadsheet gets automatically updated when a customer fills out a request for a consultation on your website.
It is recommended to use two separate emails associated with the domain name of your site. One for "FROM" and another one for "TO" field. This in order to make sure the email gets delivered correctly into clients/customers inbox.
Please do not edit any of the grey fields as they are automatically connected to the forms. The green areas to the right are good to edit, and we encourage your staff to use this lead sheet to keep track of the progression of leads. If you have any questions please reach out to us and we will gladly respond to your inquiries.
Thank you,
Medstar Media
Comments & Events
Hector Mota,
Operations Manager
Received notice from team that lead sheet for client {Georgia Center for Ear, Nose, & Throat - www.aaronfletchermd.com - HM} was now ready. Began preparing task to send (Georgia Center for Ear, Nose, & Throat - Aaron Fletcher MD Leadsheet) to the client. Posted it on their BC3 files and folder. Made edits to lead sheet, provided access to client at email: patient@aaronfletchermd.com and sent invitation.
Hector Mota completed this to-do.