Sales Intake Form

This form is for internal use only.

Use it to capture customer details during phone calls, in-person conversations, trade or OEM onboarding, and product or harness enquiries.

Submitting this form will create or update the customer in HubSpot, route the enquiry into the correct sales pipeline, and ensure nothing is missed in follow-up.

How to use this form

  1. Enter the customer’s basic contact details.
  2. Select the enquiry type that best matches the conversation.
  3. Add any notes or context that will help with follow-up.
  4. Submit one form per enquiry.

If you’re unsure, choose the closest option — it can be adjusted later.