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CRM INPUT / SPONSORSHIP REQUEST / INVOICING / COUPON UPLOAD
This form is to document meeting details, upload CRM information, invoicing clients, coupon detail uploading, and sponsorship requests.
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* Indicates required question
What is the purpose of your visit?
Reason
Document a meeting
Enter CRM Info
Sponsorship Request
Invoicing Info
Upload Coupon Info
Reason
Document a meeting
Enter CRM Info
Sponsorship Request
Invoicing Info
Upload Coupon Info
Enter Sales Rep first name
*
This is your first name
Your answer
Enter Sales Rep last name
*
This is your last name
Your answer
Enter Sales Rep operating state
*
This is the state that you are operating in primarily
Your answer
First name of who you spoke with
*
Your answer
Last name of who you spoke with
*
Your answer
Business name
*
This is the business name you spoke with
Your answer
Business's main operating state
*
What state do they do business in?
Your answer
Business is a national company or serves nationally online?
*
Yes
No
Required
Clients email
*
Your answer
Client's phone number
*
Your answer
Client's Instagram Page
Your answer
Summarize your meeting - what was discussed and by whom
Your answer
Business Address
Your answer
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