CRM & Sales

Avery Calhoun

Avery Calhoun

City
Mooresville
Zip
Territory
Unassigned
Branch
Unassigned
Contact Information
Full NameAvery Calhoun
Phone(704) 555-0182
Emailavery@calhoun.io
Address12 Lake Ridge Dr
CityMooresville
Zip
Territory
Branch
Secondary Email
Spouse / Partner
Spouse Phone
Spouse Email
Lead Metadata
Pipeline StageNew Lead
Lead SourceWebsiteRead-only
Project TypeInground Gunite
SalespersonRiley Hobert
Date AddedJun 21, 2026
Last ContactJun 21, 2026
Next Follow-Up
Next Follow-Up
Last Contact
Jun 21, 2026
Assigned
Riley Hobert
Pipeline Progress
New Lead
Appointment Scheduled
Follow-Up
Proposal Sent
Contract Out
Sold
General Questions
Have you owned a pool before?
HOA / architectural reviewNo
Would you like info on financing?Yes
Do you have a copy of your survey available?Yes
Scope of work
Estimated cost in mind$75k – $100k
Desired timeline1–3 months
Target completion date
How they heard about usWebsite form
Reference images (max 5)
Lead Followup
Design Interests
SpaYes
Water features
Sheer DescentTanning Ledge
Outdoor living (fire pit / fireplace / pergola)
Patio cover interest
Style
Survey & Permits
Survey upload
Parcel / lot #
Permit jurisdiction
Permit notes (placeholder)
Appointment Preference
Preferred timeAfternoon
Preferred days (calendar)
Preferred weekdays
TueThu
Preferred contactPhone Call
Other notesPrefers after 3pm.

Activity Timeline

  1. NoteJun 21, 2026, 12:00 PM · Riley Hobert

    Submitted from website contact form.

  2. Stage ChangeJun 21, 2026, 12:00 PM · System

    Lead created · stage set to New Lead

  3. NoteJun 21, 2026, 12:00 PM · Riley Hobert

    Submitted from website contact form.