Tom & Erica Delgado Appointment Set
1290 S Jasmine St, Denver, CO 80224 · prefers call · Dana Whitfield
Stage
Tap a stage to move this lead. Tapping back undoes a slip.
Next follow-up
Sun, Oct 25, 8:58 a.m.
In the real app: tomorrow, 3 days, a week, or a time you pick.
In the real app, winning a lead opens the signing step: the customer account, the property, and the contract are set up together.
Mark as lost
Notes & activity
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You Contacted → Appointment Set
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You Call
Spoke with the homeowner, walked through what an inspection covers.
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You New → Contacted
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System
Lead created from Canvassing: Storm chase.
Details
Edits save as you type in the real appContact(720) 555-0177
- Name
- Tom & Erica Delgado
- Phone
- (720) 555-0177
- Prefers
- Call
Property1290 S Jasmine St · Asphalt shingle
- Address
- 1290 S Jasmine St, Denver, CO 80224
- Roof type
- Asphalt shingle
- Urgency
- Emergency - active leak
- Roof age (years)
- 25
- Stories
- 2
- Notes
- Active leak over the kitchen. Tarp installed.
- Other buildings
- In the real app a lead can list several buildings; each becomes a customer property at signing.
Job$19,500
- Estimated value
- $19,500
- Insurance claim
- No
- Source
- Canvassing: Storm chase
- Salesperson
- Dana Whitfield