WER-2396Production PrepPermit pending
Alex Harper
308 Bay Ridge Rd, Annapolis, MD
Salesperson Jordan LeeProject Manager Dana WhitlockLead Source Repeat Customer
Contract Amount
$29,750
Next Action
Follow up on the sent proposal
Owner: Jordan Lee · Due Sep 11 · 8 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
AL
Alex Harper
View customer profilePhone(410) 555-0148
Emailjm.davis@example.com
PreferredText message
Lead Attribution
Customer Referral
Sarah Patel
Referred by past customer
Lead SourceRepeat Customer
CapturedAug 2
Originated Revenue$29,750
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 16
Photo Documentation
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