City
Charlotte
Zip
—
Territory
Unassigned
Branch
Unassigned
Contact Information
Lead Metadata
Pipeline StageFollow-Up
Lead SourceInstagramRead-only
Project TypeSpa Only
SalespersonJules Park
Date AddedJun 13, 2026
Last ContactJun 17, 2026
Next Follow-UpJun 22, 2026
Next Follow-Up
Jun 22, 2026
Last Contact
Jun 17, 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 reviewYes
Would you like info on financing?—
Do you have a copy of your survey available?—
Scope of work—
Estimated cost in mindUndecided
Desired timeline1–3 months
Target completion date—
How they heard about usInstagram
Reference images (max 5)—
Lead Followup—
Service Details
Built by HobertNo
Pool age4 years
Equipment brandHayward
Reported problems
Green / cloudy waterSalt system
Warranty vs. Retail—
Last servicedUnknown
Appointment Preference
Preferred timeMorning
Preferred days (calendar)—
Preferred weekdays
Sat
Preferred contactPhone Call
Other notes—
Activity Timeline
No activity recorded yet.