Sales follow-up at a glance.

Open leads

Across this workspace

Open estimate value

$7,725

Directional pipeline

Follow-ups due

Needs attention

Booked this month

35% close rate

Lead pipeline

Change a status to try the local demo.

Olivia Martinez

Panel upgrade

Estimate sent

$3,850

D. Lee · 2 hours ago

Marcus Reed

EV charger install

Follow-up due

$1,450

D. Lee · 3 days ago

Ava Chen

Recessed lighting

New inquiry

$2,100

Unassigned · 18 minutes ago

Noah Williams

Service upgrade

Booked

$5,600

M. Torres · Yesterday

Sofia Patel

Troubleshooting visit

No response

$325

M. Torres · 7 days ago