Business Activity
A complete record of every lead, task, estimate, consent change, and decision — so the whole team sees the same story.
- Call LoggedUnknown callerMissed Call Recovery
Missed call from (626) 555-4183 assigned to Alex Romero.
Jul 4, 9:14 AM · System
- Lead CreatedYuki TanakaNew Lead Response
New website quote request received from Yuki Tanaka.
Jul 4, 8:52 AM · System
- Note AddedHarold Simmons
Callback in progress — grab bar height question, warranty visit scheduled.
Jul 3, 5:05 PM · Priya Natarajan
- Task CompletedDenise Okafor
Sent flooring options one-pager.
Jul 3, 2:30 PM · Alex Romero
- Lead CreatedMaria RodriguezNew Lead Response
New website quote request received from Maria R.
Jul 3, 11:20 AM · System
- Call LoggedBeatriz AlvarezMissed Call Recovery
Missed call from Pasadena homeowner converted to lead — estimate requested.
Jul 2, 4:45 PM · Alex Romero
- OtherDenise OkaforAppointment Confirmation
No-show recorded for site visit — recovery workflow started.
Jul 2, 10:15 AM · System
- Customer BookedTom & Ellen Baker
Baker master bath remodel marked booked. Deposit received.
Jul 1, 3:00 PM · Priya Natarajan
- Task CompletedGrace Kim
Grab bar installation completed — one visit.
Jul 1, 9:40 AM · Sofia Grant
- Estimate SentAngela FosterEstimate Follow-Up
Estimate follow-up sent for roll-in shower project.
Jun 30, 1:25 PM · Marcus Lee
- Appointment ConfirmedLinda ChenAppointment Confirmation
Appointment confirmed for Monday at 10:00 AM.
Jun 30, 9:00 AM · System
- Consent UpdatedFrank DeLuca
Email permission recorded from signed estimate request form.
Jun 29, 11:30 AM · Priya Natarajan
- Estimate SentRobert MillerEstimate Follow-Up
Estimate sent for tub-to-shower conversion — follow-up sequence started.
Jun 28, 10:05 AM · Marcus Lee
- Campaign Draft CreatedPast Customer Reactivation
Draft created: Reconnect With Past Customers (owner approval required).
Jun 27, 3:45 PM · Priya Natarajan