Investor Schooling Purchase Entry
Use this form to enter any purchase made. This will create an invoice that the payments can be applied to, it will tag them, add them to email systems they need to be part of and give them access in the membership area automatically.
First Name *
Last Name *
Email *
Search
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Home Phone
Cell/Mobile Phone
Mailing Address
City
State
Postal Code
Birthday
Sale/Sold By *
Referred By
UGA Financing Monthly Payment Due
Program Purchased
Check the box below of the program they purchased
Choose One *
Integrated Investor: Gold
Integrated Investor: Platinum
Integrated Investor: Silver
Integrated Investor: Onyx
Integrated Investor: Bronze
UGA Bought
Yes
UGA Financing 12 Month Term
Yes
UGA Financing 24 Month Term
Yes
Coaching Code
Coaching Session Code *
Enter their code for their 5 included coaching sessions here. Remember to place their name by the same code on the code list document so you know this one has been used.
Paid Tonight?
UGA Financing Amount
Cash Amount Paid Tonight
Check Amount Paid Tonight
Other Amount Paid Tonight
Total Amount Paid Tonight *
Submit