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Here's what's happening in the quote and CRM pipeline today.
6
Verified leads
1
Proposals sent
3
Prospects
1
Active customers
Latest verified leads
Open CRM →Sarah Chen
Bloom Artisan Bakery
sarah@bloombakerytx.com
Follow-up: 42d overdue
Mike Johnson
Johnson HVAC Services
mike@johnsonhvac.com
Follow-up: 43d overdue
Elena Vasquez
Vasquez Family Law
elena@vasquezlaw.com
Follow-up: 40d overdue
David Park
Peak Performance Fitness
david@peakpfitness.com
Follow-up: 44d overdue
Leads requiring attention
Manage all →SC
Sarah Chen
Follow-up dueBloom Artisan Bakery · Website, Mobile App
MJ
Mike Johnson
Follow-up dueJohnson HVAC Services · Website, CRM System
EV
Elena Vasquez
Follow-up dueVasquez Family Law · Client Portal, CRM System
DP
David Park
Follow-up duePeak Performance Fitness · Mobile App