City
Davidson
Zip
—
Territory
Unassigned
Branch
Unassigned
Contact Information
Lead Metadata
Pipeline StageProposal Sent
Lead SourceFacebookRead-only
Project TypeInground Gunite
SalespersonRiley Hobert
Date AddedJun 10, 2026
Last ContactJun 20, 2026
Next Follow-UpJun 25, 2026
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
General Questions
Have you owned a pool before?—
HOA / architectural reviewYes
Would you like info on financing?No
Do you have a copy of your survey available?No
Scope of work—
Estimated cost in mind$100k – $150k
Desired timelineASAP
Target completion date—
How they heard about usFacebook ad
Reference images (max 5)—
Lead Followup—
Design Interests
SpaYes
Water features
WaterfallBubblers
Outdoor living (fire pit / fireplace / pergola)—
Patio cover interest—
Style—
Survey & Permits
Survey upload—
Parcel / lot #—
Permit jurisdiction—
Permit notes (placeholder)—
Appointment Preference
Preferred timeMorning
Preferred days (calendar)—
Preferred weekdays
MonWedFri
Preferred contactEmail
Other notes—
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