Activities
136 pending · 558 total
Follow up — from call (Send Dealer Form)
FOLLOW_UPMay 1, 2026
Follow up — from call (Send Dealer Form)
FOLLOW_UPMay 1, 2026
Follow up — from call (Send Dealer Form)
FOLLOW_UPMay 1, 2026
Follow up — from call (Send Dealer Form)
FOLLOW_UPMay 1, 2026
Follow up — from call (Send Dealer Form)
FOLLOW_UPMay 1, 2026
Follow up — from call (Send Dealer Form)
FOLLOW_UPMay 1, 2026
Follow up: form attached
FOLLOW_UPMay 3, 2026
Follow up: Quote for smart film
FOLLOW_UPMay 3, 2026
Follow up: Your Uprise Shades Dealer Application & Smart Film Demo
FOLLOW_UPMay 3, 2026
Follow up: Dealer Application
FOLLOW_UPMay 3, 2026
Follow up: Your Uprise Shades Dealer Application & Smart Film Demo
FOLLOW_UPMay 4, 2026
Follow up: Your Uprise Shades Dealer Application & Smart Film Demo
FOLLOW_UPMay 4, 2026
Follow up: Window sizes for smart film
FOLLOW_UPMay 11, 2026
Follow up: Quote Status
FOLLOW_UPMay 11, 2026
Follow up: test email
FOLLOW_UPMay 11, 2026
Follow up: hello from Clignite
FOLLOW_UPMay 11, 2026
Follow up: another email
FOLLOW_UPMay 11, 2026
Follow up: tis s test
FOLLOW_UPMay 12, 2026
Follow up: Blackout tint-
FOLLOW_UPMay 14, 2026
Follow up — from call (Send Dealer Form)
FOLLOW_UPMay 17, 2026
Follow up: Checking in
FOLLOW_UPMay 18, 2026
Follow up — from call (Send Dealer Form)
FOLLOW_UPMay 23, 2026
Follow up: Your Uprise Shades Dealer Application & Smart Film Demo
FOLLOW_UPMay 24, 2026
Follow up: Your Uprise Shades Dealer Application & Smart Film Demo
FOLLOW_UPMay 25, 2026
In home consultation with Robert Kerns
MEETINGJun 10, 2026
In home consultation with Mary Wetmore
MEETINGJun 10, 2026
In home consultation with Amy Lash
MEETINGJun 10, 2026
In home consultation with google Lead
MEETINGJun 11, 2026
In home consultation with Sharon Shertzog
MEETINGJun 11, 2026
In home consultation with Carol Musta
MEETINGJun 19, 2026
In home consultation with Kelly McVay
MEETINGJun 20, 2026
Follow up: Patio shades inquiry-PENN SHADES
FOLLOW_UPJun 20, 2026
Follow up: Outdoor Battery Shades
FOLLOW_UPJun 28, 2026
Follow up: Smart Tint
FOLLOW_UPJun 28, 2026
Follow up: I Just Called you!
FOLLOW_UPJun 29, 2026
Follow up: I just called you!
FOLLOW_UPJun 29, 2026
In home consultation with Pierre De Oliveira
MEETINGJun 29, 2026
In home consultation with Martha Aggazio
MEETINGJun 30, 2026
In home consultation with Vanessa Pfendler
MEETINGJun 30, 2026
In home consultation with Gayle Reed
MEETINGJun 30, 2026
In home consultation with carol davis
MEETINGJul 2, 2026
In home consultation with carol davis
MEETINGJul 2, 2026
In home consultation with Michele Wink
MEETINGJul 14, 2026
Proposal PR-941393 sent
EMAIL
Proposal PR-633283 sent
EMAIL
Proposal PR-817730 sent
EMAIL
Proposal PR-455472 sent
EMAIL
Proposal PR-455472 sent
EMAIL
Proposal PR-410916 sent
EMAIL
Proposal PR-410916 sent
EMAIL
Proposal PR-832335 sent
EMAIL
Proposal PR-670887 sent
EMAIL
Proposal PR-776842 sent
EMAIL
Proposal PR-487667 sent
EMAIL
Review request sent — SMS + Email
NOTE
Proposal PR-934469 sent
EMAIL
Review request sent — SMS + Email
NOTE
Proposal PR-517159 sent
EMAIL
Proposal PR-601622 sent
EMAIL
Proposal PR-603946 sent
EMAIL
Knock logged — not home
NOTE
Knock logged — interested
NOTE
Knock logged — interested
NOTE
Marked as reviewed (manual)
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Knock logged — answered
NOTE
Knock logged — answered
NOTE
Knock logged — answered
NOTE
Knock logged — callback
NOTE
Knock logged — answered
NOTE
Knock logged — interested
NOTE
Knock logged — answered
NOTE
Knock logged — left flyer
NOTE
Knock logged — not home
NOTE
Knock logged — interested
NOTE
Knock logged — answered
NOTE
Knock logged — left flyer
NOTE
Knock logged — answered
NOTE
Knock logged — answered
NOTE
Knock logged — interested
NOTE
Knock logged — not home
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Invoice paid in Xero — $10568.62
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Review request sent — Email
NOTE
Paid customer (Xero) — 1 invoice · $8000.00
NOTE
Paid customer (Xero) — 1 invoice · $1700.00
NOTE
Paid customer (Xero) — 1 invoice · $10448.12
NOTE
Paid customer (Xero) — 1 invoice · $5735.00
NOTE
Paid customer (Xero) — 1 invoice · $735.09
NOTE
Paid customer (Xero) — 1 invoice · $2370.70
NOTE
Paid customer (Xero) — 1 invoice · $1704.53
NOTE
Paid customer (Xero) — 2 invoices · $4418.25
NOTE
Paid customer (Xero) — 1 invoice · $2726.36
NOTE
Paid customer (Xero) — 2 invoices · $6137.64
NOTE
Paid customer (Xero) — 1 invoice · $2837.64
NOTE
Paid customer (Xero) — 1 invoice · $3518.17
NOTE
Paid customer (Xero) — 1 invoice · $1797.60
NOTE
Phone call — 8s
CALL
Phone call — 7m 11s
CALL
Phone call — 1m 32s
CALL
Pipeline auto-advanced: NEW → PROPOSAL
NOTE
Phone call — 25s
CALL
Phone call — 2m 16s
CALL
Form submitted: Free Consultation Request
NOTE
Pipeline auto-advanced: NEW → PROPOSAL
NOTE
Pipeline auto-advanced: NEW → CONTACTED
NOTE
Form submitted: Free Consultation Request
NOTE
Form submitted: Free Consultation Request
NOTE
Phone call — 30s
CALL
Phone call — 4s
CALL
📬 Email opened: Following up from IWCE 2026 / Uprise Dealer Application
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
Form submitted: Free Consultation Request
NOTE
Phone call — 2m 8s
CALL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
Form submitted: Free Consultation Request
NOTE
Form submitted: Free Consultation Request
NOTE
🔗 Email link clicked: Following up from IWCE 2026 / Uprise Dealer Application
EMAIL
📬 Re-opened: Checking in
EMAIL
📬 Re-opened: Checking in
EMAIL
Phone call — 49s
CALL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: Following up from IWCE 2026 / Uprise Dealer Application
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: Blackout tint-
EMAIL
Phone call — 6s
CALL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: <p style="margin:0 0 14px;line-height:1.55;">hello from Clignite</p>
EMAIL
📬 Re-opened: Quote for smart film
EMAIL
📬 Email opened: <p style="margin:0 0 14px;line-height:1.55;">Window sizes for smart film</p>
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: Quote for smart film
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo
EMAIL
🔗 Email link clicked: Dealer Application
EMAIL
📬 Re-opened: Quote for smart film
EMAIL
Phone call — 19s
CALL
📬 Re-opened: form attached
EMAIL
Phone call — 3m 36s
CALL
Pipeline auto-advanced: NEW → QUALIFIED
NOTE
Phone call — 1m 6s
CALL
Phone call — 35s
CALL