CRM Opportunity Dashboard

179484 · John Smith

Customer

Roof Replacement

Current Stage

Initial

Set

Pending

Opportunity Information

Looking For

Full Roof Replacement

Property Type

Residential

Commercial

Contacts

NameJohn Smith

Emailjohn@example.com

Phone(555) 123-4567

CompanySmith Properties LLC

Address

Billing123 Main St, City, ST 12345

Working123 Main St, City, ST 12345

Lead & Referral

Primary Source

Website

Secondary Source

—

Referral Information

First Name Mike

Last Name Johnson

Phone (555) 234-5678

Email mike@referral.com

Billing Address 456 Oak Ave, Town, ST 67890

Notes

GIS

Corner lot, easy access.

Charlotte Farmer | 03/09/2026 12:36 PM

Appointment Center

John Telc is managing the project and is in the office M-F 6:30am-3pm

Scheduling

Appointment

Mar 15, 2024 · 9:00 AM

Assigner (Sales Inspector)

David Martinez

Measurement

Estimates

OpenEstimate #260316Cleaning$1,087.50
Created Feb 25th, 2026
ClosedEstimate #260317Gutter Replacement$2,469.14
Created Feb 25th, 2026
QuoteEstimate #260319Gutter Replacement$1,748.56
Created Feb 25th, 2026

Gallery

Add

Project

Job ID	Type	Contracted	Start Plan	PM Name	Total Value
JOB-2024-001	Roof Replacement	03/10/2024	03/18/2024	David Martinez
JOB-2024-002	Siding Repair	03/08/2024	—	Charlotte Farmer

Tasks

TEst
Follow-up call
Send estimate PDF

Communication & History

Date	Direction	Summary
3/8/24 2:30 PM	Outbound	Initial contact, set inspection
3/5/24 10:00 AM	Inbound	Quote request

Insurance Detail

Claim #CLM-2024-0892

AgencyState Farm

AgentJane Doe (555) 987-6543

NotePolicy verified 3/1/24.

Created By Admin · Modified By Sales

Checklist

EmailGIS

Assigner

Ryan Wongli

Sales Inspector

Opportunity Information

Looking For

Full Roof Replacement

Property Type

Residential

Commercial

Contacts

NameJohn Smith

Emailjohn@example.com

Phone(555) 123-4567

CompanySmith Properties LLC

Address

Billing123 Main St, City, ST 12345

Working123 Main St, City, ST 12345

Lead & Referral

Primary Source

Website

Secondary Source

—

Referral

Name Mike Johnson

Phone (555) 234-5678

Email mike@referral.com

Notes

GIS

Corner lot, easy access.

Charlotte Farmer | 03/09/2026 12:36 PM

Scheduling

Appointment

Mar 15, 2024 · 9:00 AM

Assigner

David Martinez

Measurement

Estimates

OpenEstimate #260316Cleaning$1,087.50
Created Feb 25th, 2026
ClosedEstimate #260317Gutter Replacement$2,469.14
Created Feb 25th, 2026
QuoteEstimate #260319Gutter Replacement$1,748.56
Created Feb 25th, 2026

Gallery

AddAddAdd

Project

Job ID	Type	Contracted	Start Plan	PM Name	Total Value
JOB-2024-001	Roof Replacement	03/10/2024	03/18/2024	David Martinez
JOB-2024-002	Siding Repair	03/08/2024	—	Charlotte Farmer

Tasks

TEst
Follow-up call
Send estimate PDF

Communication & History

Date	Dir.	Summary
3/8/24 2:30 PM	Out	Initial contact
3/5/24 10:00 AM	In	Quote request

Insurance Detail

Claim #CLM-2024-0892

AgencyState Farm

AgentJane Doe (555) 987-6543

Created By Admin · Modified By Sales

Checklist

EmailGIS

Assigner

Ryan Wongli

Sales Inspector

Opportunity Information

Looking For

Full Roof Replacement

Property Type

Residential

Commercial

Contacts

NameJohn Smith

Emailjohn@example.com

Phone(555) 123-4567

CompanySmith Properties LLC

Address

Billing123 Main St, City, ST 12345

Working123 Main St, City, ST 12345

Lead & Referral

Primary Source

Website

Secondary Source

—

Referral Information

First Name Mike

Last Name Johnson

Phone (555) 234-5678

Email mike@referral.com

Billing Address 456 Oak Ave, Town, ST 67890

Notes

GIS

Corner lot, easy access.

Charlotte Farmer | 03/09/2026 12:36 PM

Appointment Center

John Telc is managing the project and is in the office M-F 6:30am-3pm

Scheduling

Appointment

Mar 15, 2024 · 9:00 AM

Assigner (Sales Inspector)

David Martinez

Measurement

Pending

Request or place measurement order for this opportunity.

Estimates

OpenEstimate #260316Cleaning$1,087.50
Created Feb 25th, 2026
ClosedEstimate #260317Gutter Replacement$2,469.14
Created Feb 25th, 2026
QuoteEstimate #260319Gutter Replacement$1,748.56
Created Feb 25th, 2026

Gallery

Add

Insurance Detail

Claim #CLM-2024-0892

AgencyState Farm

AgentJane Doe (555) 987-6543

NotePolicy verified 3/1/24.

Created By Admin · Modified By Sales

Checklist

EmailGIS

Assigner

Ryan Wongli

Sales Inspector

Project

Job ID	Type	Contracted	Start Plan	PM Name	Total Value
JOB-2024-001	Roof Replacement	03/10/2024	03/18/2024	David Martinez
JOB-2024-002	Siding Repair	03/08/2024	—	Charlotte Farmer

Tasks

TEst
Follow-up call
Send estimate PDF

Communication & History

Date	Direction	Summary
3/8/24 2:30 PM	Outbound	Initial contact, set inspection
3/5/24 10:00 AM	Inbound	Quote request

Opportunity Information

Looking For

Full Roof Replacement

Property Type

Residential

Commercial

Contacts

NameJohn Smith

Emailjohn@example.com

Phone(555) 123-4567

CompanySmith Properties LLC

Address

Billing123 Main St, City, ST 12345

Working123 Main St, City, ST 12345

Lead & Referral

Primary Source

Website

Secondary Source

—

Referral Information

First NameMike

Last NameJohnson

Phone(555) 234-5678

Emailmike@referral.com

Billing Address456 Oak Ave, Town, ST 67890

Insurance Detail

Claim #CLM-2024-0892

AgencyState Farm

AgentJane Doe (555) 987-6543

NotePolicy verified 3/1/24.

Created By Admin · Modified By Sales

Checklist

EmailGIS

Scheduling

Appointment

Mar 15, 2024 · 9:00 AM

Assigner (Sales Inspector)

David Martinez

Assigner

Ryan Wongli

Sales Inspector

Measurement

Estimates

OpenEstimate #260316Cleaning$1,087.50
Created Feb 25th, 2026
ClosedEstimate #260317Gutter Replacement$2,469.14
Created Feb 25th, 2026
QuoteEstimate #260319Gutter Replacement$1,748.56
Created Feb 25th, 2026

Gallery

Add

Project

Job ID	Type	Contracted	Start Plan	PM Name	Total Value
JOB-2024-001	Roof Replacement	03/10/2024	03/18/2024	David Martinez
JOB-2024-002	Siding Repair	03/08/2024	—	Charlotte Farmer

Notes

GIS

Corner lot, easy access.

Charlotte Farmer | 03/09/2026 12:36 PM

Appointment Center

John Telc managing project M-F 6:30am-3pm

Tasks

TEst
Follow-up call
Send estimate PDF

Communication & History

Yesterday

Calls

OutboundRINGCENTRAL
+18605637661 → +18609828241 | 5s | Hang Up
21h ago
OutboundRINGCENTRAL
+18605637661 → +18609828241 | 8s | Hang Up
21h ago

Activities

3/9/24Estimate created
3/8/24Inspection scheduled

SMS

You

OUTBOUND 20h ago

Hello Natalie, Thank you for reaching out to Klaus Larsen Roofing, this is Loriann. We can help set up an appointment with you regarding your roof concerns? Thank you

--Reply STOP to opt out

Loriann Parsell<loriann@klausroofing.com>
Re: Roof inspection appointment
Hi Natalie, confirming our appointment for March 20 at 9:00 AM.
18h ago
Loriann Parsell<loriann@klausroofing.com>
Welcome – Klaus Larsen Roofing
Thank you for reaching out. We have received your inquiry.
Yesterday
Natalie Santos<thesantos08142020@gmail.com>
Roof estimate request
Hello, I am interested in getting a quote for a full roof replacement.
Yesterday

Logs

L
Loriann ParsellAUTO LOG
Initial email was sent to thesantos08142020@gmail.com
Yesterday
L
Loriann ParsellAUTO LOG
Lead: 180570, a reminder date on 3/18/2026 is set
Yesterday

Current Stage

Opportunity Information

Contacts

Address

Lead & Referral

Referral Information

Notes

GIS

Appointment Center

Scheduling

Measurement

Estimates

Gallery

Project

Tasks

Communication & History

Insurance Detail

Checklist

Assigner

Opportunity Information

Contacts

Address

Lead & Referral

Referral

Notes

Scheduling

Measurement

Estimates

Gallery

Project

Opportunity Information

Contacts

Address

Lead & Referral

Referral Information

Notes

GIS

Appointment Center

Scheduling

Measurement

Estimates

Gallery

Insurance Detail

Checklist

Assigner

Project

Tasks

Communication & History

Opportunity Information

Contacts

Address

Lead & Referral

Referral Information

Insurance Detail

Checklist

Scheduling

Assigner

Measurement

Estimates

Gallery

Project

Notes

GIS

Appointment Center

Tasks

Communication & History

Alex Johnson

Emergency Contact

Company Info

Company Settings

Operational Timelines