LEADBOT QUALIFICATION ENTRY

Notes:

1) This is only for leads that are qualified through LeadBot

2) Do check if the lead sent in any forms before or after the LeadBot qualification

3) Leads will have the following characteristics (those in bold would have to be inputted/edited manually on meteor): 

       a) Contact Reason: Details regarding the lead, according to what they answered the LeadBot, in this format:

               Restaurant Name:

               Owner's Name:      

               What best describes your business: 

               Interested in going online?: 

               Would you like our product specialist to give you a free demo?:           

       b) Source: leadbot-signup 

       c) Contact Log: Details regarding the lead, according to what they answered the LeadBot (copy paste from a) Contact Reason

       d) Source of inbound: to be decided

       e) Sales Office: as indicated on LeadBot 

       f) Status: Change to Qualified (Contacted EDM) to push this to Pipedrive

       g) Speed to contact: Leave blank, everyone was qualified pronto :) 

       h) Deal to create: [Merchant Name] 

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