City
Charlotte
Zip
—
Territory
Unassigned
Branch
Unassigned
Contact Information
Lead Metadata
Pipeline StageAppointment Scheduled
Lead SourceReferralRead-only
Project TypeFiberglass
SalespersonMarta Vega
Date AddedJun 19, 2026
Last ContactJun 21, 2026
Next Follow-UpJun 24, 2026
Next Follow-Up
Jun 24, 2026
Last Contact
Jun 21, 2026
Assigned
Marta Vega
Pipeline Progress
New Lead
Appointment Scheduled
Follow-Up
Proposal Sent
Contract Out
Sold
General Questions
Have you owned a pool before?—
HOA / architectural review—
Would you like info on financing?—
Do you have a copy of your survey available?—
Scope of work—
Estimated cost in mind—
Desired timeline—
Target completion date—
How they heard about us—
Reference images (max 5)—
Lead Followup—
Design Interests
Spa—
Water features—
Outdoor living (fire pit / fireplace / pergola)—
Patio cover interest—
Style—
Survey & Permits
Survey upload—
Parcel / lot #—
Permit jurisdiction—
Permit notes (placeholder)—
Appointment Preference
Preferred time—
Preferred days (calendar)—
Preferred weekdays—
Preferred contact—
Other notes—
Activity Timeline
- AppointmentJun 21, 2026, 12:00 PM · Marta Vega
Scheduled In-Home Consultation for Jun 24, 2026
- Stage ChangeJun 19, 2026, 12:00 PM · Marta Vega
Stage changed to Appointment Scheduled