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TimestampEmail Address
AGENT Name / Nombre de Agente
Appt Name / Nombre de Invitado
Appt Phone Number / Numero de Telefono de INVITADOS (NO Dashes)
AGE MARRIED KIDSTrainer who ran appt?Type of Appt
Meeting date & Time / Fecha y hora de la Reunion
OUT COME/ RESCHEDULED?# of Referrals DID YOU INVITE TO BOM?
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8/29/2023 20:22:28abdalldiallio@gmail.comAbdallah Diallo Maddison and Melissa 512680159051NoYESJorge Fast Start8/30/2023Fast start for mother and daughter NAYES
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8/30/2023 13:58:41TEST@GMAIL.COMTESTTEST000000000TESTYesNoTESTRecruiting Interview8/30/2023TESTTESTNO
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8/31/2023 12:20:38
anthonydturner2493@gmail.com
Anthony TurnerJoyce & Jim Maitland 541602200068YesYESSteve Hernandez Field Training8/31/2023Out come 10NO
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9/6/2023 11:58:02
anthonydturner2493@gmail.com
Anthony TurnerSergio Gonzalez 512731400427YesYESCalvin lomeliRecruiting Interview9/5/2023Recruited5+YES
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11/10/2023 11:11:30
jeanpiererondon@gmail.com
jean piere rondon moranarmando512905051960YesYESjorge pelayoRecruiting Interview11/9/2023
didnt get startted, he is coming for next week training and he will a guest for our meetings so he can see the way we operate.
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yes, and he is not able to come this saturday, working get him on monday accountability or general message
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2/4/2024 18:15:30mentor1gb@gmail.comJD Murphy
Vertanya Abernathy & Victor
678334047153YesYESEarnie SearsField Training2/4/2024
Tanya plans to start a life policy and annunity on February 16- or 17. Her husband Vic plans to start his life policy and annuity 2 weeks later
1 to another cousin in Las Vegas and others
YES
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3/13/2024 12:46:26
anahisurz523@gmail.com
Anahi Brian 5126798174Mid 20s NoDidn’t ask/ Don’t know AnahiRecruiting Interview3/8/2024Invited to bom/ didn’t show 0YES
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4/16/2024
e.czgsolutions@gmail.com
Jade GreenAlthea Green806.381.208755YesYESLance Christmas Field Training02/20/2024401 K Rollover 3NO
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