💫 INTERNAL FORMS

💫 PIPELINE UPDATES

First Name

Last Name

Email

Company

Authority Field

Data: Authority Professional

Speaker

Author

Coach

Corp Consultant

School

Contact Entry—Source

ICF

Tampa WIB

Podcast

Coaching Program

Velocity

Data: LinkedIn Headline

Data: Internal Notes

Internal: Pipeline Checks

VRT: ICF > #1 Chat Stats

VRT: ICF > #2 Last Minute

CTC: Super HOT Lead 🔥

LinkedIn > I Accepted

LinkedIn > They Accepted

CWL > To Invite

CWL > Invited

Client > Virtual YES!

PP > Potential

CTC > Invited to CTA

CTC > Not Right Now

AO: Past Podcast

AO: Personal Connect

AO: EWN

AO: NAWBO

AO: CDM

AO: Reintro