WER-2384Materials OrderedMaterial delivery late
Gregory Nunn
1204 Cape St Claire Rd, Annapolis, MD
Salesperson Chris MorganProject Manager Kim SutterLead Source Google
Contract Amount
$33,120
Next Action
Follow up on the sent proposal
Owner: Chris Morgan · Due Sep 11 · 4 days in current stage
Open Tasks
Recent Notes & Activity
Taylor Reed Sep 8 · 2:14 PM
Homeowner reviewed proposal, asked about financing options and color.
Dana Whitlock Sep 6 · 10:02 AM
Roof report uploaded — 34 squares, 6/12 pitch, two layers.
System Sep 6 · 9:02 AM
Proposal WER-2418 emailed to homeowner.
Customer Contact
GR
Gregory Nunn
View customer profilePhone(410) 555-0148
Emailjm.davis@example.com
PreferredText message
Lead Attribution
Canvasser Generated
Devin Cruz
Neighborhood blitz · Cape St Claire
Lead SourceGoogle
CapturedAug 11
Originated Revenue$33,120
Originated revenue is credited to the lead originator's goals separately from the closing salesperson's booked revenue.
Property Details
Roof Area34 squares
Pitch6/12
Layers2
Stories2
AccessDriveway, left side
Key Dates
Lead CreatedAug 26
InspectionSep 2
Proposal SentSep 6
Target BuildSep 18
Photo Documentation
CompanyCam link placeholder — not connected in this preview.