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Has anyone created a cultivation form or card (hardcopy) that board members and other non-RE users can utilize to submit new constituents including classifications such as sponsor, donor, invitee, etc. I know I can make something from scratch but if someone has a successful example that they would be willing to share it would be a great help. I am a bit overloaded at the moment with setup. We are new to RE.
FYI - this is an older one - but gives you a start (also has our logo, etc.)
Prospect Identification Form
Name________________________________________________________
Address Lines__________________________________________________
City, State Zip_________________________________________________
Spouse_______________________________________________________
Business/Company name_________________________________________
Business/Company Address_______________________________________________________
_____________________________________________________________
Home Phone: ( ) - Business Phone: ( ) -
Email:________________________________________________________
Additional Information_______________________________________________________________________________________________________________________________________________________________________________________
Submitted by: _____________________________________________ Date:__________
I am willing to solicit : Yes_____ No_____ Maybe_____
Suggested Interest (If Known): ______________________________________________
Possible Level of Support: PF _______ CC _______ Other_______
Thank you it does help.
Susan
sr953@chrysler.com