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Call Complete

Date Call Was Taken

Lead Name

Closer Lead Owner

Setter Lead Owner

Where did the lead come from?

What funnel?

Offer Made

Offer Made
A
B

Call Outcome

Objections

Objections

Objection Notes

Expected Follow Up

Projected Close Date

Cash Collected

(eg. 1000)

Revenue Generated

(eg. 1000)

Call Notes

(Please include where you processed the payment)

Call Recording

Did they have a GBP?

Did they have a GBP?
A
B

Email Address - this is used for tracking, don't mess it up :)

If so, was there an address?

If so, was there an address?
A
B