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Add Lead
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Name:
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Account Type:
Customer
Prospect
Former Customer
Lead Contact Information
Email:
Home Phone:
Cell Phone:
Street Address:
City:
State:
Zip Code:
Lead Account Information
Account#:
(For existing customers)
Lead Source:
Cold Call/Drop Off Info
Direct Mail
Had at Another Location
Mass Energy
MLS
Move In
Referral
Reinstate
Saw Trucks
Served Address Prior
Service/Installation
Website
Lead Type:
Owner
Tenant
Commercial
Company Name:
Product
Heating Oil
Propane
Equipment
Diesel or Gasoline
Equipment
Boiler
Furnace
Air Conditioning
Gas Conversion
Oil Tank
Propane Conversion
Domestic Hot Water
Piping
Propane Details:
Tank(s) Capacity
Tank Ownership
Please select an option...
Company
Customer
Main Use
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Commercial Cooking
Cooking
Dryer
Fire Pit
Fireplace
Generator
Heat
Hot Water
Outside Cooking
Pool Heater
Space Heater
Supplier:
Select A Supplier
Move Information:
Date of Close
New Owner Name
Previous Homeowner Name
Previous Homeowner Phone
Previous Homeowner Email Address
Contract Expiration
Status:
Open
Contacted
Appt. Scheduled
Visited
Has Proposal
Future OPP
Close Won
Closed Lost
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Customer Notes:
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Hour
6am
7am
8am
9am
10am
11am
12pm
1pm
2pm
3pm
4pm
5pm
6pm
7pm
8pm
9pm
10pm