New lead
BD01A, offer pre-screen. Stage 1 of the pipeline.
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Lead
Date of client's mail or lead generation
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Lead source
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Please specify the lead source
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Activity proposed
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Client
Customer's company legal name
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Contact first name
Contact last name
Contact number
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Contact email
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Confirm contact email
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Customer class
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Repeat customer
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Identity, these determine the P-Code and cannot be changed later
Perfact entity
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Financial year
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State or union territory
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Type of work
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Please specify the type of work
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Sector
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Specification
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Site location, if known
Village
Taluka
District
State
Postal code
Country
Link to RFQ or scope document
Remarks
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Lead created
Proposal ID
Client group
Customer
Contact
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