This time-sensitive report contains sales leads originated from pershing.com . Please follow these steps:
1. Assign lead to the appropriate RM
2. RM to follow up with the individual to assess interest
3. RM to notify sales admin of valid lead
4. Sales admin to enter all valid leads into SFA.
Note :It is important that you select the pershing.com lead source code.
Senior management will receive a monthly lead activity report.
Are you an existing Pershing customer?:
Name of Company: