Leads

One record per inquiry, from the first call to the signed bid.

Sample data
6 leads, 4 open
Open pipeline
$295k

All leads

Company / NameContactSourceSegmentStageEst. valueOwnerLast touchedNext action
Suncoast Hospitality
Tarpon Springs
Tom Whitaker
727-555-0110
Maria (after hours)Hotels & hospitalityNew$90kFront OfficeSep 4, 2026
Call back, qualify
Sep 4, 2026
Bayside Property Group
Clearwater
Angela Reyes
727-555-0142
PhoneProperty managementWalk scheduled$145kDrossosSep 3, 2026
Walk the property, take measurements
Sep 9, 2026
Harbor Dental
Palm Harbor
Dr. Priya Nandakumar
727-555-0198
Estimate formMedical & dentalBid sent$22kDrossosSep 2, 2026
Follow up on the bid
Sep 8, 2026
Meridian Retail Partners
Wesley Chapel
Rick Alvarez
727-555-0177
ReferralRetail & franchiseWon$210kDrossosAug 30, 2026-
First Gulf Bank
New Port Richey
Karen Bosley
Google AdsBanksQualified$38kDrossosAug 29, 2026
Get the facilities manager on a call
Sep 5, 2026
Janet Cole
Tarpon Springs
Janet Cole
727-555-0165
Google BusinessResidentialLost$2kFront OfficeAug 25, 2026-

Pipeline board

Closed