Workspace

Contacts

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Rep

Product

Date

Pipeline

Follow-Ups

Product Start Date End Date

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Add Contact

Save a homeowner or lead before attaching deals and follow-up tasks.

First Name Last Name

Phone Email

Street Address

City State ZIP

Utility Provider Notes

Contact Photo

Setter Closer

Add Pipeline Item

Attach a pipeline item to a saved contact and keep the status current.

Contact

Trade Status

Deal Amount Close Date

Appointment Date Did Appointment Sit? Notes

Setter Closer

Add Follow-Up

Queue the next action so deals do not sit untouched.

Contact Related Deal Task Title Due Date Details

Record

CRM Record

Review contact, product, assignment, and appointment details.