CRM & Sales

Devon Whittaker

Devon Whittaker

City
Winston-Salem
Zip
Territory
Unassigned
Branch
Unassigned
Contact Information
Full NameDevon Whittaker
Phone(336) 555-0190
Email
Address
CityWinston-Salem
Zip
Territory
Branch
Secondary Email
Spouse / Partner
Spouse Phone
Spouse Email
Lead Metadata
Pipeline StageContract Out
Lead SourceWebsiteRead-only
Project TypeVinyl Liner
SalespersonJules Park
Date AddedJun 4, 2026
Last ContactJun 19, 2026
Next Follow-Up
Next Follow-Up
Last Contact
Jun 19, 2026
Assigned
Jules Park
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

No activity recorded yet.