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New Contact Registry This form is used to register companies that you have contacted regarding sales. It is important to enter as much information as possible, and to register any follow-up requirements. Once a sale is made a Client Registry form is completed. The company then becomes red-flagged from any further sales effort. PDF Version
Company Information
Company Name Contact Name
Company Address Contact Title
Email Address Contact Phone
Operational Profile
Operation Type Industrial Commercial Municipal Agriculture Military Government
Describe Operation
Describe Equipment
Equipment Type HVAC/R Mobile Security Utility Sensors Other
Describe Equipment in Detail Describe Maintenance in Detail
Contact History Contact Status
Register date you first make contact with this company (yyyy/dd/mm) Date
Register follow-up date to contact with this company (yyyy/dd/mm) FU Date
Register date you first make contact with this company (yyyy/dd/mm) Info Pak YesNo Register date Info Pak was sent to this company (yyyy/dd/mm) Sent
Does this company have an HVAC maintenance & service contract? Service YesNo Register HVAC maintenance & service contractor name Name
Register HVAC maintenance & service contractor email Email
Register HVAC maintenance & service contractor phone number, cell phone preferably. Phone
Is this company interested in our products or services? Interest YesNo Click NO if no further contact is wanted or required Contact YesNo
Was there a site visit to this company? Site YesNo Register date of site visit this company (yyyy/dd/mm) Date
Register date you first make contact with this company (yyyy/dd/mm) Site Visit Notes
Contact Notes Subsidiary Companies
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