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Simulated

Everything here is pretend: nothing is saved to a company, sent to anyone or billed. Start a conversation when you're ready.

All demos
Stage Tap a stage to move this lead. Tapping back undoes a slip.
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

  1. You Estimate Sent → Won
  2. You Inspected → Estimate Sent
  3. You Appointment Set → Inspected
  4. You Contacted → Appointment Set
  5. You Call

    Spoke with the homeowner, walked through what an inspection covers.

  6. You New → Contacted
  7. System

    Lead created from Canvassing: Storm chase.

Details

Edits save as you type in the real app
Contact(720) 555-0108
Name
Luis Herrera
Phone
(720) 555-0108
Email
lherrera@example.com
Property355 Meadowlark Dr · Asphalt shingle
Address
355 Meadowlark Dr, Lakewood, CO 80226
Roof type
Asphalt shingle
Urgency
Normal
Roof age (years)
21
Stories
2
Squares (est.)
31
Other buildings
In the real app a lead can list several buildings; each becomes a customer property at signing.
Job$17,250 · Insurance claim
Estimated value
$17,250
Insurance claim
Yes
Source
Canvassing: Storm chase
Salesperson
Marcus Reyes