Prospect
Communication
Call Transfer
DNC
Not Interested
Call Back
Call Report
by Rep and
Summary
Lead - Call
Lead - Appt
Other
Communicate
with Code Green Solar
External
Lead Sources
List / Costs / Contact
Ed and Liz
Schedules
Web / Print
Lead Sources
Direct Mail
Fairs
Table-Top
Liz and Lisa
Process and
Reporting
Liz
Ed
Stefan
Lisa
Anya
Michele
Partner Color
Code Green Lead Generation
Cost Per
Lead Reporting
Transfer Report
Report to DNC
Reports: Friday - Schedule
Reports: Monday -
Cost Per Lead Report
Internal Conversion Report
Code Green Summary Report & Invoice
Planning Conference Call &
Notes / Action Items