Sales Pipeline - UHE

Sales Pipeline

Settings

Scheduled

3 Items

Opportunity
Jennifer Williams

Appointment Date & Time
17/12/2024 - 10:10 AM

Pitched Roofing +4

MB
Opportunity
Jennifer Williams

Appointment Date & Time
17/12/2024 - 10:10 AM

Exterior Painting

CM
Opportunity
Jennifer Williams

Appointment Date & Time
17/12/2024 - 10:10 AM

Doors

DC

Proposal - Hot

2 Items

Opportunity
Jennifer Williams

Bid Date
17/12/2024

Estimate Name
Windows Estimation

Flat Roofing +3

MB
Opportunity
Jennifer Williams

Bid Date
17/12/2024

Estimate Name
Windows Estimation

Windows

CM

Proposal - Warm

2 Items

Opportunity
Jennifer Williams

Bid Date
17/12/2024

Estimate Name
Windows Estimation

Flat Roofing +3

CM
Opportunity
Jennifer Williams

Bid Date
17/12/2024

Estimate Name
Windows Estimation

Windows

MB

Proposal - Cold

2 Items

Opportunity
Jennifer Williams

Bid Date
17/12/2024

Estimate Name
Windows Estimation

Flat Roofing +3

MB
Opportunity
Jennifer Williams

Bid Date
17/12/2024

Estimate Name
Windows Estimation

Windows

MB

Signed

1 Item

Opportunity
Jennifer Williams

Bid Date
17/12/2024

Estimate Name
Windows Estimation

Exterior Painting

MB

Booked

1 Item

Opportunity
Jennifer Williams

Bid Date
17/12/2024

Estimate Name
Windows Estimation

Windows

CM

Sales Ops Approved

1 Item

Opportunity
Jennifer Williams

Bid Date
17/12/2024

Estimate Name
Windows Estimation

Pitched Roofing

CM

Contract Sold

1 Item

Opportunity
Jennifer Williams

Bid Date
17/12/2024

Estimate Name
Windows Estimation

Pitched Roofing

CM

Dead Opportunity

1 Item

Opportunity
Jennifer Williams

Doors

CM

Opportunity	Appointment Date & Time	Services	Assigned To	Status
Jennifer Williams	17/12/2024 - 10:10 AM	Exterior Painting	Marlene R. Butler	Scheduled
Jennifer Williams	17/12/2024 - 10:10 AM	Painting	Marlene R. Butler	Proposal - Hot
Jennifer Williams	17/12/2024 - 10:10 AM	Painting	Marlene R. Butler	Proposal - Warm
Jennifer Williams	17/12/2024 - 10:10 AM	Painting	Marlene R. Butler	Proposal - Cold
Jennifer Williams	17/12/2024 - 10:10 AM	Painting	Marlene R. Butler	Signed
Jennifer Williams	17/12/2024 - 10:10 AM	Painting	Marlene R. Butler	Booked
Jennifer Williams	17/12/2024 - 10:10 AM	Painting	Marlene R. Butler	Sales Ops Approved
Jennifer Williams	17/12/2024 - 10:10 AM	Painting	Marlene R. Butler	Contract Sold
Jennifer Williams	17/12/2024 - 10:10 AM	Painting	Marlene R. Butler	Dead Opportunity

First Name*

Last Name*

Company Name

Email*

Primary Phone*

Alt Phone

Lead Type*

Lead Category*

Service*

Lead Source Long*

Lead Source Short*

Affiliates

Tags*

Referred By

Referred To

Customer Type

Sample Kit Requested

Sample Kit Sent Date

Sample Kit Sent By

Outside Service Area

Do Not Call

Text Opt Out

Email Opt Out

Other Contact Information

First Name	Last Name	Email	Phone	Decision Maker	IsBilling	Relationship

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Property Address Information

Address 1*

Address 2

City*

State*

Zip*

Billing Address Information

Same as Property Address

Address 1*

Address 2

City*

State*

Zip*

Notes

Opportunity

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Date *

Start Time *

End Time *

Assigned To

Decision Maker

Appointment Type*

Property Address Information

Address 1	4343 Wildrose Lane		Address 2	Wildrose Lane
City	Detroit	State	MI	Zip	48226

Contact Information

First Name	Last Name	Email	Phone	Decision Maker	IsBilling	Relationship
James	Anderson	jimmy@aezion.com	817-812-1989			Brother

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Notes

Home Expert

Services

Status

Opportunities

1. William Anderw
2. Matt M. Holmes
3. Jennifer Lawrence - Painting

Date & Time

10/10/2024 - 05:30 AM to 06:30 AM

Decision Maker

Multi Commerical

Assigned To

William Rock

Appointment Type

New

Property Address Information

Address 1	4343 Wildrose Lane		Address 2	Wildrose Lane
City	Detroit	State	MI	Zip	48226

Contact Information

Name	Email	Phone	Decision Maker	IsBilling	Relationship
James Anderson	jimmy@aezion.com	817-812-1989	Yes	No	Brother	Call
Mark Anderson	jimmy@aezion.com	817-812-1989	Yes	No	Brother	Call
Lewis Anderson	jimmy@aezion.com	817-812-1989	Yes	No	Brother	Call
James Anderson	jimmy@aezion.com	817-812-1989	Yes	No	Brother	Call

Notes

There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly believable. If you are going to use a passage of Lorem Ipsum, you need to be sure there isn't anything embarrassing hidden in the middle of text. All the Lorem Ipsum generators on the Internet tend to repeat predefined chunks as necessary, making this the first true generator on the Internet.

It uses a dictionary of over 200 Latin words, combined with a handful of model sentence structures, to generate Lorem Ipsum which looks reasonable. The generated Lorem Ipsum is therefore always free from repetition, injected humour, or non-characteristic words etc.

Estimates

1. Pitched Roofing
2. Flat Roofing
3. Windows

Opportunity

1001

Decision Maker

Multi Commerical

Bid Date

10/10/2024

Address Information

Address 1	4343 Wildrose Lane		Address 2	Wildrose Lane
City	Detroit	State	MI	Zip	48226

Contact Information

Name	Email	Company Name	Phone	Decision Maker
William Andrew	williaman@aezion.com	Company 1	817-812-1989	Yes

Calc

Home Expert View

Property Type

Residential -(Lifetime)

Roofing Type

Leak Proof Roof

Surface Preparation & Details

Product / Services	Variations	UOM	Yes / NO	Qty	Unit ($)	Totals ($)	Customer Notes
Roofing	Varation: 30 Yard Color: Indigo Blue	Each	Yes	4.0	245.0	980.00	There are many variations of passages of Lorem Ipsum available
Roofing	Varation: 20 Yard Color: Orchid	Each	Yes	11.0	414.0	4554.00	There are many variations of passages of Lorem Ipsum available
Roofing	Varation: Total Roof Area Color: Cherry	Each	Yes	1.0	596.0	596.00	There are many variations of passages of Lorem Ipsum available

Pricing Summary:

Retail Price With Options ($)	6130
Adjustments ($)	0
Final Price ($)	6130

Notes

There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly believable. If you are going to use a passage of Lorem Ipsum, you need to be sure there isn't anything embarrassing hidden in the middle of text. All the Lorem Ipsum generators on the Internet tend to repeat predefined chunks as necessary, making this the first true generator on the Internet.

It uses a dictionary of over 200 Latin words, combined with a handful of model sentence structures, to generate Lorem Ipsum which looks reasonable. The generated Lorem Ipsum is therefore always free from repetition, injected humour, or non-characteristic words etc.

Opportunity

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Date *

Start Time *

End Time *

Assigned To

Decision Maker

Appointment Type*

Property Address Information

Address 1	4343 Wildrose Lane		Address 2	Wildrose Lane
City	Detroit	State	MI	Zip	48226

Billing Address Information

Address 1	4343 Wildrose Lane		Address 2	Wildrose Lane
City	Detroit	State	MI	Zip	48226

First Name*

Last Name*

Email*

Primary Phone*

Service*

Property Address Information

Address 1*

Address 2

City*

State*

Zip*

Contact Information

First Name	Last Name	Email	Phone	Decision Maker	IsBilling	Relationship
James	Anderson	jimmy@aezion.com	817-812-1989			Brother

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Notes