Lead pipeline

Every opportunity, one view

15 leads across 6 stages.

New Contact

6

Tyler Ashcroft

1500 N 200 W, Lehi, UT

(801) 555-0110
Farmers New

Just flagged storm damage today, needs inspection booked.

Assigned to Sione Taufa

Denise Farr

780 W 200 S, Lehi, UT

(801) 555-0176

Callback logged, waiting on evening availability.

Assigned to Dallin Hurst

Jorge Villanueva

20 S Center St, Lehi, UT

(801) 555-0164

Wants rough estimate before committing to inspection.

Assigned to Bree Callahan

Ashley Bingham

120 N 950 W, Lehi, UT

(801) 555-0187

Traveling, follow up next week.

Assigned to Maren Okafor

Whitney Draper

85 W 1400 N, Lehi, UT

(801) 555-0128

Flagged roof age (19 yrs), no active damage yet.

Assigned to Dallin Hurst

Cody Bramwell

990 N 300 E, Lehi, UT

(801) 555-0139

Wants a second opinion before filing a claim.

Assigned to Trevor Ashby

Inspection Scheduled

2

Marcus Webb

876 W 1200 N, Lehi, UT

(801) 555-0198
Allstate Adjuster Scheduled

Adjuster meeting Tue 2pm, rep to attend.

Assigned to Maren Okafor

Mateo Salcido

610 E 250 S, Lehi, UT

(801) 555-0173
Nationwide Adjuster Scheduled

Second inspection after initial no-show.

Assigned to Sione Taufa

Inspection Completed

2

Holly Fenimore

440 S 900 E, Lehi, UT

(801) 555-0121
Liberty Mutual Supplement

Additional decking damage found, supplement submitted.

Assigned to Dallin Hurst

Nadia Espinosa

215 W 500 S, Lehi, UT

(801) 555-0161
USAA New

Inspection done, drafting scope of work now.

Assigned to Bree Callahan

Estimate / Insurance Scope Sent

2

Karen Osei

1234 N 500 W, Lehi, UT

(801) 555-0142
State Farm Filed

Scope sent to adjuster, awaiting approval.

Assigned to Dallin Hurst

Grant Pham

905 W 1000 S, Lehi, UT

(801) 555-0155
State Farm Filed

Homeowner comparing against one other bid.

Assigned to Bree Callahan

Closed — Won

2

Priya Nair

705 S 300 W, Lehi, UT

(801) 555-0133
USAA Approved

Full replacement approved, install scheduled next month.

Assigned to Sione Taufa

Isaiah Combe

760 S 700 E, Lehi, UT

(801) 555-0146
Farmers Approved

Install crew scheduled for next available slot.

Assigned to Maren Okafor

Closed — Lost

1

Rosalind Kearns

330 N 1150 E, Lehi, UT

(801) 555-0119
Denied

Claim denied, homeowner not proceeding out of pocket.

Assigned to Trevor Ashby