📋 How to Use the CRM

Stage
Email
Phone
Company
Source
Assigned To
Payment
Inquiry Date
Session Date
💵 Financials
Session Fee ($)
Additional Image Sales charged to client
×
$
= $0.00
Tip ($)
Total Collected ($) enter manually
Session Location
What's prompting their search for headshots?
Lead Type
Profit Center
Product / Service
Session Notes — flows to Taylor's editing task
WetTransfer Link
💰 Commissions & Costs
Images to Edit Taylor's editing pay × $11
Becca Hours (studio)
Event Duration / Booth Type
Sending from (623) 240-9224 via Quo
Schedule follow-up