Status
New
current pipeline
Command Center
Leads
Command Center
Leads
Lead Detail
NewWhat is a lead?
LEAD-2026-0004 | Received Jul 9, 2026
Status
Urgency
Owner
Lead Source
Water Issue
Active water entering along rear wall 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.
Active water entering finished basement along rear wall after overnight rain.
Dispatch emergency response, capture active flooding photos, then schedule permanent follow-up.
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
Capture what is actively happening, assign a response owner, and create the emergency calendar event and immediate task.
Respond immediately to active flooding and confirm today's emergency response window.
Upload photos or documents, add a short caption, and keep the file history easy to scan.
Jul 9, 2026 | Inbound
Last Update
Discussed
Not set
Application Link Sent
Not set
Customer Applied
Not set
Approved
Not set
Declined
Not set
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