Internal – New Client - Jake Coleman - | Trading Systems

Fill out this Form, this creates the Leads, the Opportunity, and the new Client
Only fill it out, of the Lead, Opoprotuntiy or Client don’t exist
Only fill it out, if the Name or the Email-Address from the Client,

isn’t inside in WordPress Users, to make sure the Automation works every single time

Name(Required)

First Last

Email(Required)

Phone(Required)

Closed Date(Required)

Opporunity Stage - Closed Won J Trader Pro(Required)

Programm(Required)

Ammount(Required)

Sales Rep(Required)