3 days old
1824 Coral Fern Lane, Tampa, FL 33611
Jordan Ellis
Platform · Leads
Lead Management.
Every opportunity, in view.
From the first enquiry to the next proposal, keep your sales team connected. Move leads through your stages, plan the follow-up and keep every customer detail, document and conversation together.
Lead board
Fictional Florida projects · All changes stay in this example.
8 leads
New Lead
25 days old
426 Palm Meadow Court, Riverview, FL 33578
Casey Brooks
Client Outreach
28 days old
271 Blue Heron Way, Tampa, FL 33602
Taylor Reed
12 days old
608 Lagoon Garden Drive, Sarasota, FL 34236
Morgan Hayes
Site Visit
214 days old
145 Cypress Cove Place, Venice, FL 34285
Avery Lane
18 days old
932 Sunset Fern Avenue, Hudson, FL 34667
Riley Parker
Design & Proposal
221 days old
314 Seaglass Grove, Tampa, FL 33611
Jamie Quinn
25 days old
750 Bayleaf Terrace, Riverview, FL 33579
Drew Bennett
Your process, your stages
Follow each opportunity from New Lead to Outreach, Site Visit, Proposal, Negotiation and beyond.
A complete customer record
See the contacts, source, owner and project details alongside proposals, preferences and documents.
Follow-ups that stay visible
Keep sales appointments, to-dos and conversations attached to the lead, so your team knows what comes next.
The whole story behind the lead.
Contacts, proposals, client-facing information and history, together in one record.
TR
Reed · Pool & spa
Taylor Reed · Alex Morgan
Contacts
Primary
Taylor Reed
taylor.reed@example.com
271 Blue Heron Way, Tampa, FL 33602
Summary
- Est. value
- $92,750
- Proposals
- 3 example proposals
- Owner
- Alex Morgan
- Source
- Website
- Age
- 8 days
- Status
- Active
Lead details
- Source
- Website
- Territory
- Florida Gulf Coast
- Primary agent
- Alex Morgan
- Division
- Pool Construction
- Board
- Pre-sale
- Stage
- Client Outreach
Fictional names, addresses and projects · No messages are sent and no customer account is changed.
A clear plan for your sales day.
See today’s appointments, upcoming activities and completed follow-ups. Each activity leads back to the customer record, so the context is always close.
Sales Schedule
4
Today's Activities
7
This Week
3
Upcoming
1
Completed
November 2026
SuMoTuWeThFrSa
November 7, 2026 · Schedule
Phone call
9:00 a.m. · Alex Morgan
Proposal follow-up
10:30 a.m. · Alex Morgan
Site visit
11:00 a.m. · Alex Morgan
Design review
2:00 p.m. · Alex Morgan
Upcoming Activities
Pool remodel consultation
Nov 8 · 9:30 a.m.
Site visit
Nov 10 · 11:00 a.m.
Proposal presentation
Nov 12 · 1:00 p.m.
Fictional schedule · November 7, 2026 is the example's “today”.
Less chasing. More moving forward.
Give your sales team one place to follow opportunities, understand the customer and keep the next step on track.
Talk to us about Lead Management