Add New Entry Go to CRM Business Name * Website URL * Add Note Date Note Content Add Note Deck Stage (1-10) Select Stage 12345678910 Date of Entry Referred By Sales Stage * Select Stage 2. Working on getting commitment 2b. Shop ownership changing hands, on pause 2c. Actively communication to get final commitment 3. Commitment obtained, not yet signed 4. Signed Archive Date Agreement Was Signed * Archive – Details * Select Reason Sales Lost Duplicate Not Interested Testing Archive – Comments Big Picture Stage (for signed deals) Select Option 1. In Production 2. App link sent, in password protected state 3. Live Archive Archived Details Select Detail Merchant request app to be taken down Business closed down permanently Number of Locations Select Number 123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100 More than 100 Type Select Type Freestanding POS Integrated POS system we will be integrating with * Select POS Square DripOS DiamondScan Toast Linga Shopkeep Clover Katalyst Upserve AlphaPOS Deal Type Proposed Commission $4-$10 Pricing (Daily per location) Flat Monthly (per location) Per Order Proposed Commission Rate Proposed Per Order Fee Monthly Fee Select Fee $299.99$349.99$399.99$449.99$499.99$599.99 Monthly Cap Source (Where did we meet this merchant?) Select Source Odeko Joe Coffee Keys to the Shop Facebook Coffee Business Owner Group Coffee Shop List USA Cold Call Facebook LinkedIn Referral Roast Magazine Dailycoffeenews.com Google Other "Other" Source * Send Mockup (Image or URL) Send Image Send URL Light Theme Dark Theme Mockup URL Send Login Credentials (Update to Email) Username Password CRM Contact and Key Data Contact First Name * Contact Last Name * Phone * Email * Email (CC) Country Select Country USA Canada Australia England City * State * Select State Postal Code Update