Marketing Pipeline - UHE

Marketing Pipeline

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New Lead

3 Items

Lead

Jennifer Williams

Services

Pitched Roofing +4

Last Activity : 20/01/2025
Lead

Andrew Mark

Services

Exterior Painting +1

Last Activity : 20/01/2025
Lead

James Anderson

Services

Doors +1

Last Activity : 20/01/2025

Qualified Lead (Opportunity)

2 Items

Opportunity

JA

James Anderson

Services

Interior Painting

Last Activity : 20/01/2025
Opportunity

AM

Andrew Mark

Services

Interior Painting

Last Activity : 20/01/2025

Scheduled

2 Items

Opportunity

JA

James Anderson

Scheduled Date

08/02/2023 09:50am

Services

Flat Roofing

Last Activity : 20/01/2025
Opportunity

JW

Jennifer Williams

Scheduled Date

08/02/2023 09:50am

Services

Windows

Last Activity : 20/01/2025

Rescheduled

2 Items

Opportunity

JW

Jennifer Williams

Rescheduled Date

08/02/2023 09:50am

Services

Windows

Last Activity : 20/01/2025

Meeting Canceled

2 Items

Opportunity

JA

James Anderson

Services

Windows

Last Activity : 20/01/2025
Opportunity

JW

Jennifer Williams

Services

Windows

Last Activity : 20/01/2025

Contract Sold

1 Item

Opportunity

JW

Jennifer Williams

Services

Exterior Painting +1

Last Activity : 20/01/2025

Dead Lead

1 Item

Opportunity

AM

Anderw Mark

Services

Exterior Painting +1

Last Activity : 20/01/2025

Dead Opportunity

1 Item

Opportunity

AM

Anderw Mark

Services

Exterior Painting +1

Last Activity : 20/01/2025

Assignee

Services

Status

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

Disqualify Lead ?

Duplicate Information found

Object

Name

Email

Phone

Date

Status

Lead

Matt M. Holmes

4343 Wildrose Lane,
Detroit, MI 48226

jlaw@teleworm.com

508-743-3668

09/18/2024

Disqualified

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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

Add More

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

Add More Opportunity

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

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