Please Update The Status of Your Meeting
First Name
Last Name
Phone
*
Email
*
Appointment Status
select an option
If Sold Lead Value:
$
INTERNAL NOTES: (NOT SENT TO CLIENT)
Conversation Recap Notes (THESE ARE EMAILED TO CLIENT):
Text
Z - Send Conversation Recap Email?
*
Yes (send email)
No (don't send email)
Follow Up In
Update Meeting Status
© Copyright Megan Pellizzari 2026