Marketing Dashboard - UHE

Name	Email	Phone	Category	Lead Source Short	Lead Source Long	Lead Date	Actions
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete

Show Entries Showing 1 to 10 of 100 Entries

Name	Email	Phone	Category	Lead Source Short	Lead Source Long	Lead Date	Actions
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete

Show Entries Showing 1 to 10 of 100 Entries

Name	Email	Phone	Category	Lead Source Short	Lead Source Long	Lead Date	Actions
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete

Show Entries Showing 1 to 10 of 100 Entries

Name	Email	Phone	Category	Lead Source Short	Lead Source Long	Lead Date	Actions
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete

Show Entries Showing 1 to 10 of 100 Entries

Name	Email	Phone	Category	Lead Source Short	Lead Source Long	Lead Date	Actions
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Jennifer Lawrence 4343 Wildrose Lane, Detroit, MI 48226	jlaw@teleworm.us	402-344-1004	Lead	Allied Digital Media	Canvassing	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete
Matt M. Holmes 4343 Wildrose Lane, Detroit, MI 48226	test@gmail.com	508-743-3668	Lead	Word of Mouth	Affiliates Program	09/18/2024	Edit Convert as Opportunity Attach to Existing Opportunity Mark as Dead Log Activity Send Email Disqualify Lead Delete

Show Entries Showing 1 to 10 of 100 Entries

Marketing Manager Dashboard

Daily Call list

500

Weekly Call list

1245

Monthly Call list

3404

Quarterly Call list

12599

Call Back List

1100

To Dos

	Task	Created By	Status
	Audit self gen lead Lanny J. Laroche	System	Overdue
	Send Sample Kit to Erin M. Turner	System	Due Today
	Luisa T. Nicholson - Is the meeting held?	System	Overdue
	Audit self gen lead Lanny J. Laroche	System	Overdue
	Send Sample Kit to Erin M. Turner	System	Due Today
	Luisa T. Nicholson - Is the meeting held?	System	Overdue
	Audit self gen lead Lanny J. Laroche	System	Overdue
	Send Sample Kit to Erin M. Turner	System	Due Today
	Luisa T. Nicholson - Is the meeting held?	System	Overdue
	Luisa T. Nicholson - Is the meeting held?	Jack Hendry	Overdue

	Task	Created By	Status
	Audit self gen lead Lanny J. Laroche	System	Overdue
	Send Sample Kit to Erin M. Turner	System	Due On 10/10/2025
	Luisa T. Nicholson - Is the meeting held?	System	Overdue
	Audit self gen lead Lanny J. Laroche	System	Overdue
	Send Sample Kit to Erin M. Turner	System	Due On 10/10/2025
	Luisa T. Nicholson - Is the meeting held?	System	Overdue
	Audit self gen lead Lanny J. Laroche	System	Overdue
	Send Sample Kit to Erin M. Turner	System	Due On 10/10/2025
	Luisa T. Nicholson - Is the meeting held?	System	Overdue
	Luisa T. Nicholson - Is the meeting held?	Jack Hendry	Overdue

Show Entries

Meeting Held / Scheduled Last Week / This Week

Activity - 10 Days

Meeting by Sales Rep

Sales

40.25

Sales By Month

Sales By Weeks

Sales By Lead Source Short For Last 5 Years

Sales By Lead Source Short

Sales By Service Line

Activity By Team Member

Nature Calls By Team Member

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

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