SELLER Admin Data Transfer

Name of person filling out form*

What type of lead is this?*

If "other", please describe what type of lead this is:

Who should this lead be assigned to?*

Who should be added as a collaborator? (Leave blank if no collaborator is to be assigned)

Customer Name*

Is the Customer in Command?*

Customer Phone Number*

Customer Email*

Property Address

Street Address Address Line 2 City State ZIP Code

Is this also the Customer's mailing address?

Mailing Address

Street Address Address Line 2 City State ZIP Code

What type of property is this?*

If "other", please describe what type of property it is:

Preferred language*

All communication (texts, emails, SmartPlans) and consultation materials will be delivered in the preferred language selected.

Customer Birthday

Referral Source*

If "other", please describe the referral source:

Customer tags*

Please select all that apply

Smart Plans*

Please select Smart Plan(s) to add

If "other", please identify which Smart Plan to add*

Notes: (a brief summary of your conversation with the customer to be added as INITIAL NOTES in Command Timeline)*

Type N/A if no there are no notes

Was an appointment set with the customer?*

Appointment Date and Time*

What type of appointment is this?*

If "other", please describe what type of appointment it is:

Please prepare the following materials for the appointment:*

Appointment Preparation Tasks*

Select all that apply

Provide any additional tasks or instructions

Click “+” to add a new line

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