Sales Lead Capture Slip Template
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Sales Lead Capture Slip

This form is designed to assist the sales team in collecting vital information about prospective clients or customers. Please check off or fill in the appropriate fields to indicate the source of the lead, interest level, products or services of interest, budget, and timeline for purchase. Your accurate completion of this form is crucial for subsequent sales activities.

Sales Representative Details

Field

Information

Name

Email Details

Phone Number

Date

Lead Information

Field

Information

Full Name

Company/Organization

Email Details

Phone Number

Industry

Initial Assessment

Criteria

Options

Lead Source

  • Website

  • Social Media

  • Referral

  • Event

  • Other: (Please state):

Interest Level

  • High

  • Medium

  • Low

Products/Services Interested

  • Product 1

  • Product 2

  • Product 3

  • Custom: Premium Package

Budget Range

  • $1,000-$2,000

  • $2,000-$3,000

  • $3,000-$4,000

  • $4,000-$5,000

Timeline for Purchase

  • 0-3 Months

  • 3-6 Months

  • 6-12 Months

  • 1 Year+

Notes/Comments:

This Sales Lead Capture Slip is confidential and is the property of [Your Company Name]. Unauthorized distribution is strictly prohibited.

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