Status
Inspection Scheduled
current pipeline
Command Center
Leads
Command Center
Leads
Lead Detail
Inspection ScheduledWhat is a lead?
LEAD-2026-0001 | Received Jul 1, 2026
Status
Urgency
Owner
Lead Source
Water Issue
No active water issue reported.
What do these statuses mean?
Move the lead through the pipeline. Use the lost reason field when closing a lead as lost.
Bedding, bath, and monogram options for the primary suite.
Send curated estimate with three sheeting options.
Send Hearth financing information before the proposal, during proposal review, or during job setup. Track conversations, application sends, customer application state, approvals, declines, amount financed, and office notes.
Status
Amount Financed
Link Delivery
Verified sateen, percale, and monogram preferences after the showroom appointment.
Upload photos or documents, add a short caption, and keep the file history easy to scan.
Jul 3, 2026 | Outbound
Last Update
Discussed
Not set
Application Link Sent
Not set
Customer Applied
Not set
Approved
Not set
Declined
Not set
Include three bedding options, bath add-ons, and monogram pricing.