WER-2418Proposal Sent3 days in stage
John & Maria Davis
1847 Harbor View Dr, Annapolis, MD
Salesperson Taylor ReedProject Manager Dana WhitlockLead Source Referral
Contract Amount
$38,450
Next Action
Follow up on the sent proposal
Owner: Taylor Reed · Due Sep 11 · 3 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
JO
John & Maria Davis
View customer profilePhone(410) 555-0148
Emailjm.davis@example.com
PreferredText message
Lead Attribution
Canvasser Generated
Ricky Salas
Door knock · Harbor View Dr route
Lead SourceReferral
CapturedAug 26
Originated Revenue$38,450
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 BuildNot scheduled
Photo Documentation
CompanyCam link placeholder — not connected in this preview.