Next Follow-Up
Jun 25, 2026
Last Contact
Jun 20, 2026
Assigned
Riley Hobert
Pipeline Progress
New Lead
Appointment Scheduled
Follow-Up
Proposal Sent
Contract Out
Sold
Activity Timeline
- CommunicationJun 20, 2026, 12:00 PM · Riley Hobert
Outbound Email — Sent v2 proposal PDF along with financing options.
- NoteJun 20, 2026, 12:00 PM · Riley Hobert
Sent v2 proposal with upgraded heater.
- CommunicationJun 20, 2026, 12:00 PM · Riley Hobert
Outbound email — proposal sent
- ProposalJun 20, 2026, 12:00 PM · Riley Hobert
Sent proposal P-2041 v2 ($82,400)
- CommunicationJun 17, 2026, 12:00 PM · Riley Hobert
Inbound Call — Customer asked about timeline and equipment package.
- ProposalJun 16, 2026, 12:00 PM · Riley Hobert
Created proposal P-2041 v1
- AppointmentJun 14, 2026, 12:00 PM · Riley Hobert
Completed In-Home Consultation