Add a Prospect to Pipeline - Gettry Marcus

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First Name *
Last Name *

Email *

Phone *
Ext

Company *

Address
Address 2 (Suite/Apt./Fl.)
City
State
Zip

Referred By *

Referred To *

MSI Referral *

YesNo

Needs International Work *

YesNo

Services to be Provided *

Estimated Fees *

Last Communication Date *

Current Stage *

Unqualified LeadQualified LeadProposal PhaseFinal Stage (Waiting on Prospect)

Next Communication Date *

Details/Notes/Comments

Should this prospect receive e-blasts? (Please check all that apply)

Firm Announcements

Holiday Card

Tax E-Blasts

BV&L E-Blasts

Camp E-Blasts

EBP E-Blasts

FAS/PPP

Health Care E-Blasts

QuickBooks

Real Estate E-Blasts

Union E-Blasts

VRTL E-Blasts

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