WER-2389In ProductionOn site today
Denise Whitaker
77 Mariner Cove, Arnold, MD
Salesperson Morgan EllisProject Manager Pete AlvarezLead Source Referral
Contract Amount
$62,300
Next Action
Follow up on the sent proposal
Owner: Morgan Ellis · Due Sep 11 · 1 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
DE
Denise Whitaker
View customer profilePhone(410) 555-0148
Emailjm.davis@example.com
PreferredText message
Lead Attribution
Self-Generated by PM
Morgan Ellis
Repeat homeowner relationship
Lead SourceReferral
CapturedMay 19
Originated Revenue$62,300
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 10
Photo Documentation
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