Lead - Jennifer Lawrence - Converted

Name Email Phone Billing Relationship Decision Maker Created Info Actions
Georgina K. Gutierrez GeorginaKGutierrez@teleworm.us 302-664-3398 Yes Mother Yes 10/10/2022 09:50am
By Don Jose
Edit Mark as DNC Delete
Georgina K. Gutierrez DianeCHambleton@dayrep.com 716-912-9849 Yes Mother Yes 10/10/2022 09:50am
By Don Jose
Edit Mark as DNC Delete
Opportunity Assigned Amount Services Status Actions

4343 Wildrose Lane,
Detroit, MI 48226

 Kristen Leblanc $ 0.00 Windows Converted
Edit Mark as Dead Add Contact Add Estimate Add Appointment Delete

4343 Wildrose Lane,
Detroit, MI 48226

 William Andrew $ 0.00 Roofing Dead
Edit Mark as Dead Add Contact Add Estimate Add Appointment Delete
Opportunity Assigned Sales Rep Date & Time Address Created Info Services Status Actions
Jennifer Lawrence William Andrew 08/02/2023
09:50am		 4343 Wildrose Lane, Detroit, MI 48226 Don Jose
10/10/2022 09:50am		 Exterior Paint Scheduled
Edit Record Outcome Delete
Jennifer Lawrence Gerardo M. Zhangr 08/02/2023
09:50am		 4384 Diane Street City Of Commerce, CA 90040 Scott Roger
08/10/2022 09:50am		 Windows Siding Held
Edit Record Outcome Delete
Jennifer Lawrence Gerardo M. Zhangr 18/02/2023
10:50am		 2623 Burton Avenue Memphis, TN 3812 James Nassar
08/10/2022 09:50am		 Exterior Paint Revisit Requested
Edit Record Outcome Delete
ID Name Bid Date Sales Rep Address Service Status Actions
5732
 Windows Estimation 1/17/2025 anitha KN AddressLine1 , AddressLine2 , Arizona , Massachusetts P100

Pricebook Name : New Pricebook for Checking Proposals_Copy(V821.1)

 Windows Not Signed
Edit Estimate Reassign User Sign Estimate Send for Signature Mark as Booked Mark as Sales Ops Approved Mark as Sold Revert as Sold Change Sold Date Create CO Create Add On Clone Print Scope Print Calc
Delete Estimate
5731
 Carpentry Estimation 1/17/2025 anitha KN AddressLine1 , AddressLine2 , Arizona , Massachusetts P100

Pricebook Name : New Pricebook for Checking Proposals_Copy(V821.1)

 Carpentry Not Signed
Edit Estimate Reassign User Sign Proposal Send for Signature Mark as Booked Mark as Sales Ops Approved Mark as Sold Revert as Sold Change Sold Date Create CO Create Add On Clone Print Scope Print Calc
Delete Estimate
5131
 Carpentry Estimation 1/17/2025 anitha KN AddressLine1 , AddressLine2 , Arizona , Massachusetts P100

Pricebook Name : New Pricebook for Checking Proposals_Copy(V821.1)

 Carpentry Pending
Edit Estimate Reassign User Sign Proposal Send for Signature Mark as Booked Mark as Sales Ops Approved Mark as Sold Change Sold Date Create CO Create Add On Clone Print Scope Print Calc
Delete Estimate
4731
 Carpentry Estimation 1/17/2025 anitha KN AddressLine1 , AddressLine2 , Arizona , Massachusetts P100

Pricebook Name : New Pricebook for Checking Proposals_Copy(V821.1)

 Carpentry Sold
Edit Estimate Reassign User Sign Proposal Send for Signature Revert as Sold Mark as Booked Mark as Sales Ops Approved Mark as Sold Change Sold Date Create CO Create Add On Clone Print Scope Print Calc
Delete Estimate
Add Log Activity
Date & Time Type Description Activity By Actions
15/11/2024 10:00 AM Call Lorem Ipsum is simply dummy text of the printing and typesetting industry. Norma A. Wade
Edit Delete
16/11/2024 10:00 AM Text Lorem Ipsum is simply dummy text of the printing and typesetting industry. David K. Morrone
Edit Delete
17/11/2024 10:00 AM Email Lorem Ipsum is simply dummy text of the printing and typesetting industry. Keith J. Freeman
Edit Delete
JA

James Anderson - 10/10/2024

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AM

Anderw Mark - 10/10/2024

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Task Date Status Actions
Audit self gen lead Jennifer Lawrence 07/11/2024 10:00 AM To Do
Send Sample Kit to Jennifer Lawrence 16/12/2024 10:00 AM To Do
Jennifer Lawrence - Is the meeting held? 16/12/2024 10:00 AM To Do
jlaw@teleworm.us
402-344-1004
402-344-105
Aezion Pvt Ltd
Self Generated - William
Lead
Windows Roofing
Rep-Directed Campaign
Outbound
Apple Pvt ltd
Daily Call Call Back Weekly Call
James Anderson
Rakesh
4343 Lane,
Detroit,
MI 48226
4343 Lane,
Detroit,
MI 48226
Send for Signature (E-sign)
Send for Signature (E-sign) Estimate 5055

Are you sure you want to proceed?

Yes
Approve Estimate
School Carpentry - P5055
Are you sure you want to proceed?
Yes
Mark as Sales Ops Approved
Mark as Sales Ops Approved

Are you sure you want mark as a sales ops approved?

Yes - Approved Yes - Approved But Incomplete
Change Sold Date
Save
Mark as Sold
Save