Customer/Lead Visit Report

Please fill in and submit this form immediately after every in-person and/or phone visit. Submit one form per visit.

Sales Representative (Your) Email Address(Required)

Date(Required)

Time(Required)

Person/Customer Visited (First &Last Name)(Required)

In-person/Phone Visit?(Required)

Business Name(Required)

Description of Business(Required)

Address of Business(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Customer Phone(Required)

Customer Email(Required)

Did you speak with other showroom staff?(Required)

Name and title of other person/s spoken to(Required)

Length of Visit/Discussion(Required)

Purpose for Visit/Discussion(Required)

Visit Notes - Conversation Points from Visit(Required)

Follow Up's Required and Expected Fulfillment Dates(Required)

Images-Storefront, Display, Claim Image, etc.

Max. file size: 256 MB.