Worksheet

Vendor question sheet

A table with six rows, one for each topic above, covers sources, duplicates, assignment, follow up, quote handoff and reporting, each row tied to one pass test. Columns hold the question, the answer you should expect, what the vendor said or showed, a pass or fail mark and a notes box. A total score sits at the foot.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Questions to ask before buying lead management software”, www.gullysystem.com/blog/questions-to-ask-before-buying-lead-management-software