Traveling Sales Intake
Capture a prospective client's information and route the lead to the correct department.
Salesperson & Lead
Salesperson
*
Date
Client first name
*
Client last name
Phone
*
Email
Property
Property address
*
City
*
ZIP
Property type
Residential
Commercial
HOA / Multi-family
Other
Best time to contact
Anytime
Morning
Afternoon
Evening
Assign Department
*
Landscape Design
Landscape Construction
Maintenance
Project Details
Estimated budget
Select
Under $5,000
$5,000–$15,000
$15,000–$30,000
$30,000–$60,000
$60,000+
Not sure
Desired timeline
Select
ASAP
Within 30 days
1–3 months
3–6 months
6+ months
Planning / researching
What does the client need?
Salesperson notes
Lead source
Door-to-door / field sales
Referral
Yard sign
Existing customer
Jobsite nearby
Other
Follow-up date
Save & Assign Lead
Clear Form
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