Lead Referral

Lead Status
Personality Style
Lead Source
First Name*
Last Name*
Employee Name*
Additional Notes Enter Account # of referring client (If Applicable).
Referral Question Asked?*
Lead Type*
Agent Group
Account Type
Investment Type
Here are descriptions of the fields you may need some clarification on:
  • Employee Name Enter your first name & last initial (Example: David F) so that way we can make sure you get your referral monies.
  • Additional Notes Add any additional notes about the call.
    Important: Add the account number of the referring individual if possible.
  • Referral Question Asked? Select Yes/No; Are you entering the information in this form because you asked the 1 question at the end of your call?
  • Lead Type Select if it’s a Consumer/Institutional (agents) lead/referral.
  • Agent Group The default is Provident. Leave as PTG unless specified, in which case select the agent group from the list.
  • Account Type Select the appropriate account type if known.
  • Investment Type Select the appropriate account type if known.