Internal Form

General Instructions:
  1. When creating a lead record, please ensure that all contact information is filled out with as much detail as possible.
  2. If the lead source selected is any of the following: Client Referral, Alliance Referral, Employee Referral, or External Referral, kindly provide the relevant information on the Referral Partner’s Information section.
  3. For leads referred from Nick Referral, Client Referral, and Alliance Referral sources, the following assignment process will be applied:
    • Leads will be assigned to Codi Howard. In her absence:
      • Leads from ANZ will be distributed round-robin.
      • Leads from NA will be directed to Justin Roper for assignment.