Daily Funnel Reporting
Please submit a Funnel Update Daily by 5:00 pm
* Required
Sales Rep Name
*
Choose
Edward Crisostomo
Shon Tillman
Jerome Edwards
Junichi Threat
Chris Hello
Josh Gold
Joe Nettles
Todays Date
*
MM
/
DD
/
YYYY
How many appointments did you go on today?
*
0
1
2
3
How many appointments today were follow up appointments?
*
0
1
2
3
Appointment 1
Answer the following questions if you had at least 1 appointment
What is the Customers Name?
Appointment 1
Your answer
What is the Customers Vertical?
Appointment 1
Your answer
Monthly dollar amount of YPsearch pitched?
Appointment 1
Your answer
Monthly dollar amount of YPdisplay pitched?
Appointment 1
Your answer
Total Monthly amount of all products pitched?
Appointment 1
Your answer
Did you make a sale?
Appointment 1
Yes
No
Clear selection
If you made a sale, What is the total amount of the contract?
Your answer
Was a follow up appointment set?
Appointment 1
Yes
No
Clear selection
Estimated close date?
Appointment 1
MM
/
DD
/
YYYY
Appointment 2
Answer the following questions if you had a second appointment
What is the Customers Name?
Appointment 2
Your answer
What is the Customers Vertical?
Appointment 2
Your answer
Monthly dollar amount of YPsearch pitched?
Appointment 2
Your answer
Monthly dollar amount of YPdisplay pitched?
Appointment 2
Your answer
Total Monthly amount of all products pitched?
Appointment 2
Your answer
Did you make a sale?
Appointment 2
Yes
No
Clear selection
If you made a sale, What is the total amount of the contract?
Appointment 2
Your answer
Was a follow up appointment set?
Appointment 2
Yes
No
Clear selection
Estimated close date?
Appointment 2
MM
/
DD
/
YYYY
Appointment 3
Answer the following questions if you had a 3rd appointment
What is the Customers Name?
Appointment 3
Your answer
What is the Customers Vertical?
Appointment 3
Your answer
Monthly dollar amount of YPsearch pitched?
Appointment 3
Your answer
Monthly dollar amount of YPdisplay pitched?
Appointment 3
Your answer
Total Monthly amount of all products pitched?
Appointment 3
Your answer
Did you make a sale?
Appointment 3
Yes
No
Clear selection
If you made a sale, What is the total amount of the contract?
Appointment 3
Your answer
Was a follow up appointment set?
Appointment 3
Yes
No
Clear selection
Estimated close date?
Appointment 3
MM
/
DD
/
YYYY
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