Sales Office Name:

    Referral Partner (agent):

    Partner Email Address (agent):

    Partner Phone (agent):

    Business Name (merchant):

    Contact Name:

    Email Address:

    Phone:

    Website Address:

    Best Time to call:

    Industry and Products/Services::

    Sales Process:

    Do they offer financing today?

    If so, who and what are their pain points with that provider?

    Current Monthly Finance Volume?

    Gross Annual Sales Volume (Total Revenue)?

    Comments (Please include any important information that may be helpful for this opportunity):

    Business Established Date: