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About
Services
Trade with a Professional
Share Trading
Options Trading
Resources
Trader Workstation
Model Portfolios
An Australian’s Guide to Investing in U.S. Stocks
Research
Open An Account
Fees
Contact Us
Login
ZOHO FORMS Form
Standard CRM Form
Contact Us
First Name
*
Last Name
*
Email
*
Phone
*
Enquiry Details
Lead Source
-None-
AIA National Conference QLD 2019
App - Mobile Interactive
ASA
SMSF Expo Vic 2019
Concierge Traveller
Cold Call
AIA - Advertising
AIA - Syd Summit 2019
Website - Aussie Stocks Form
Website - Uber IPO
Website - Whitepaper
Website - Facebook Article
Website - WIS Form
Website - 19-19 Form
Website - eBook- Cannabis Guide
Website - Stock Analysis
Website - Webinar Views
Website - Petition
Google AdWords
Google Search - Organic/ Not ad
LinkedIn
Facebook
Youtube
Magazine Ad
Website - e-Book US Stocks
Website - Contact Form
Website - Open Account Form
Website - Open Demo Account
Client Referral
Employee Referral
VectorVest
Trident
Pennywise Investments
Jake Bernstein
UK Small Cap Stocks
Capital Catch Up
GoldNerds
Trading with the Gods
VV – Steve Carlsson
The SMSF Review
Volatility Tracker
Elite Option Trading
Trade Show
Sharelord Investor
Jim Newman
VV - Steve Carlsson
Trading with Gods
Share Dividends
GR workflow test
ffi.com.au
ETF - VV
VVBONUS
Business to Business
Rubens
Think Financial
Pancakes
CMY Lead
Experia-Collective2
Luke Meetup
Other
Home Trader 1
Home Trader 2
HT1
HT2
Halifax
Income 19 Website
Advertisement
Lead Status
-None-
1. Not Contacted
1.1 Attempted Contact
2. Contacted
3. Application Form Sent
4. Application Form Received
5. IB Account Number Confirmed
6. Application Approved
7. Account Funded
8.1 Contact in Future
8.2 Disconnected / Incorrect
8.3 Lost Lead
8.4 Do Not Contact
8.5 Does Not Qualify
8.6 SLI Client
Junk Lead
Not Qualified
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