Status
Proposal Sent
current pipeline
Command Center
Leads
Command Center
Leads
Lead Detail
Proposal SentWhat is a lead?
LEAD-2026-0002 | Received Jun 28, 2026
Status
Urgency
Owner
Lead Source
Water Issue
Designer mentioned prior cellar dampness after heavy rain.
What do these statuses mean?
Move the lead through the pipeline. Use the lost reason field when closing a lead as lost.
Five-bedroom linen package with monogrammed guest towels.
Follow up for proposal signature and deposit.
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
Designer asked for alternate pillow quantities. Confirm the final mix before the estimate expires.
Upload photos or documents, add a short caption, and keep the file history easy to scan.
Jul 5, 2026 | Inbound
Last Update
Discussed
Jul 7, 2026
Application Link Sent
Jul 7, 2026
Customer Applied
Jul 8, 2026
Approved
Jul 8, 2026
Declined
Not set
Calder after cleanout.jpg
Calder during drain layout.jpg
Calder before basement wall.jpg