Step 1 of 3: Onboarding Form

What is your name? *

What is the business owners name? *

What is your email address? *

What is the full business address? (don't worry if this is a home address. This will not be public.) *

How many years of experience does the business have in the industry? *

What is the main business phone number? *

What CRM are you using to organize leads? (If not using one type "not using one") *

Who do you want to have access to CRM? *

Please include full name, email, and phone like the example above.

Which user from those provided should we assign leads when they come in? *

NOTE: This can be changed in the future.

Which cell phone should receive lead notifications? (you can choose multiple cell phones and separate them with commas) *

What email should receive lead notifications? (you can choose multiple email addresses and separate them with commas) *