Status
Inspection Scheduled
current pipeline
Lead Detail
Inspection ScheduledPrimary suite linen refresh
LEAD-2026-0001 | Received Jul 1, 2026
Urgency
High
office urgency
Owner
Marina Rossi
assigned estimator
Lead Source
Showroom Visit
source
Pipeline Actions
Move the lead through the pipeline. Use the lost reason field when closing a lead as lost.
Service Needed
Primary suite linen refresh
Bedding, bath, and monogram options for the primary suite.
Next Step
Send curated estimate with three sheeting options.
Tasks
DoneNormal
Confirm Whitman showroom preferences
Verified sateen, percale, and monogram preferences after the showroom appointment.
Marina Rossi
OpenHigh
Prepare Whitman estimate
Include three bedding options, bath add-ons, and monogram pricing.
Marina Rossi
Communications
Showroom recap and next steps
Jul 3, 2026 | Outbound
Sent a recap of showroom preferences, including sateen, percale, and monogram options.