Pipeline Stage
Lead Received
Qualified
Measure Booked
Measured
Estimate Sent
Follow-Up 1
Follow-Up 2
Approved
Won
Deal Velocity
▴ Faster than average
This Deal
3d 4h
Lead → Won
Avg This Pipeline
5d 12h
CRM Residential
Time per Stage
New Lead
2h
Measure Scheduled
18h
Estimate Delivered
36h
Follow-Up
20h
Negotiation
—
Negotiation stage skipped — customer approved directly after follow-up
Estimates
EST-8847 v2
Approved
Current
$1,001
Approved Apr 23
Signed
Tier:
Good selected
EST-8847 v1
Rejected
$1,120
Rejected Apr 21
"Too high"
Activity
🏆
Deal WonApr 23, 1:15 PM
Customer approved EST-8847 v2. Deal value: $1,001. Stage moved: Follow-Up → Won
✓
Customer approved v2Apr 23, 1:15 PM
Signed electronically by David Grosshans · grosshan@yahoo.com
👁
Customer viewed v2Apr 23, 1:12 PM
3rd view · 2 min 18s on page
🤖
Doc (AI)Apr 23, 9:00 AM AI
Auto follow-up email sent: "Just checking in on the revised estimate…" · View email
📤
Jordan (CSR)Apr 22, 5:30 PM
Sent EST-8847 v2 to customer via email
📝
Jordan (CSR)Apr 22, 5:25 PM
Created v2 — removed premium hardware, added standard. Reason: customer wants lower price
📞
Jordan (CSR)Apr 22, 5:10 PM Connected
Customer wants lower price, willing to go with standard hardware. 4m 12s call.
🤖
Doc (AI)Apr 22, 10:00 AM AI
Auto text sent: "Hi David, following up on your Glass Doctor estimate…"
✕
Customer rejected v1Apr 21, 3:45 PM
"Too high" — declined via estimate link
👁
Customer viewed v1Apr 20, 6:22 PM
1st view · 45s on page
📤
Jordan (CSR)Apr 20, 4:00 PM
Sent EST-8847 v1 to customer via email
📏
Johnny Gonzalez (Tech)Apr 20, 2:30 PM
Measure sheet completed — auto-generated item group "IGU Kitchen Window" with 1 labor + 2 materials from price book
📄
Jordan (CSR)Apr 20, 1:00 PM
Created estimate v1 — added trip charge ($49)
📅
Jordan (CSR)Apr 20, 12:30 PM
Measure scheduled — booked Johnny for Apr 20, 2–3pm
✅
Jordan (CSR)Apr 20, 11:00 AM
Lead qualified — Residential, window + mirror, Houston
🤖
Doc (AI)Apr 20, 10:05 AM AI
Intro text to new lead: "Hi David! This is Glass Doctor of Houston…"
📱
Lead receivedApr 20, 10:00 AM
Website form submission — OPP-1847 created and assigned to Jordan