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Dashboard My Tasks Leads Phone Calls Customers Calendar Proposals Jobs Service Calls Accounting Reports Settings

Lead Detail

Contacted

Hospitality suite wing bedding

What is a lead?

A lead is a possible job. Keep it here while the customer is being contacted, inspected, quoted, or followed up.

LEAD-2026-0003 | Received Jul 6, 2026

Schedule InspectionComplete Inspection First

Status

Contacted

current pipeline

Urgency

High

office urgency

Owner

Marina Rossi

assigned estimator

Lead Source

Hospitality Inquiry

source

Customer Summary

Customer

Beacon House Hotel

Phone

+1 203 555 0198

Email

procurement@beaconhouse.example

Property Summary

Address

9 Harbor Lane, Greenwich, Fairfield County, CT, 06830

Water Issue

Facilities reports no guest-area water issue.

Next estimate step

Schedule or complete the inspection first. Once the inspection is complete, open the calendar appointment to build the quote.

Pipeline Actions

What do these statuses mean?

Status tells the office where the customer is in the sales process. Proposal Sent means the price and scope have been shared and the customer needs follow-up.

Move the lead through the pipeline. Use the lost reason field when closing a lead as lost.

Lost Reason

Service Needed

Hospitality suite wing bedding

Twenty-four suite bedding program with bath replenishment plan.

Next Step

Schedule hospitality sample review with procurement lead.

Hearth Financing

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

Not Started

Current financing stage

Amount Financed

$0.00

Amount entered after approval

Link Delivery

Tasks

OverdueUrgent

Pack Beacon House sample kit

Prepare hospitality bedding and bath samples for procurement review.

Elliot Park

Due: Jul 10, 3:00 PM

Customer: Beacon House Hotel

Lead: Hospitality suite wing bedding

Property: 9 Harbor Lane, Greenwich, CT

Files And Photos

Upload photos or documents, add a short caption, and keep the file history easy to scan.

Photo Or FilePhotos, PDFs, Word files, spreadsheets, CSV, or text files up to 20 MB.

CategoryUploaded By

Communications

Hospitality sample constraints

Jul 6, 2026 | Internal

Note

Procurement prefers machine-washable luxury options and a neutral room-by-room kit.

Ready

procurement@beaconhouse.example

Last Update

Not set

Last meaningful financing event

Discussed

Not set

Application Link Sent

Not set

Customer Applied

Not set

Approved

Not set

Declined

Not set

Amount FinancedFinancing Notes

Financing DiscussedLink SentCustomer AppliedApprovedDeclined

Vendor

No vendor

Caption

No files yet

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