Customer Sales Internal Intake Form | T. Daniels Consulting

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Internal Customer Sales Intake Form

Please complete the form below when you have a sales opportunity coming from an existing customer

TDC Staff Info
Name*
First Last
Complete the below as you are speaking with the customer
Name*
First Last
Company Name*
Opportunity Information
Enter in the product, qty and any other pertinent information that sales would need to have:*
SO #*
Enter in the SO # that you are working on when this opportunity was raised
Is this time sensitive?*
- Yes
- No