Track all your sales activities and interactions
Lead: Robert Thompson
Discussed pricing options and timeline. Customer is interested in premium plan.
Lead: Lisa Brown
Sent detailed proposal with pricing breakdown and service inclusions.
Lead: Michael Wilson
Schedule in-person meeting to demonstrate platform features.
Lead: John Davis
Introduce Home Assist services and qualify lead.
Lead: Maria Garcia
Found that Garcia Remodeling has been in business for 10 years with excellent reputation.