Note: A “Sales Lead” is defined as a board member from a community not currently managed by Sentry expressing an interest in Sentry’s services.
View Steps >>
Steps to record sales leads:
- Please complete the form and include all the information given you to by the lead. Required fields include:
- Association zip code
- Association name
- First name
- Last name
- Email address
- Form Completed by (include your own name)
- Type of community
- Number of units
- Record any additional information you may gather in the “comment” field, which may include:
- How the lead heard of Sentry Management
- What action they are requesting (a proposal, printed materials, attendance at a meeting, etc.)
- The best way to contact them along with a preferred window of time
- Let the lead know they will be hearing from a Sentry representative within 24 hours
- Upon completion of the form, the lead will be automatically routed to the correct contact in the sales department or within the division for prompt follow-up
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