CRM Submission Form

The following form is utilized to submit a new CRM Submission to the system.  Please fill in all the information that you have available pertinent to the client and submit.  This will enter the contact into the Email Sequence program and we will start generating cold contacts to them. 

*** Note if you do not have an Email – keep this on a google sheet until an email can be located, then to then add to system.

Internal Only - CRM Submission Form - Fluent

Contact Details & Info

Enter any details related to specific contacts, we will utilize the Primary as the main email point of contact.


Location Details

Enter the Address details if you have, this is optional.


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