If ISA is not on the list, mark as "Not On List" and remind paul to refill.
Scoring System
Timeframe:
Asap or 1-3 Months: +3
3-6 Months: +2
6-12+ Months: +1
Reason for Selling:
Reason For Selling: +4
For a Good Price: +2
Buying: 0
Type:
In-Person Appt: +3
Phone Appt: +2
Connection: +1