CRM & Leads
14-stage roofing pipeline with lead scoring, source attribution and consent tracking. All records are fictional.
Lead intake queue
Source-aware intake records with attribution, completeness and assignment. Fictional demo data.
Facebook Lead Ad · Cebu Marketing / BPO
Created by Facebook integration (simulated) · Jake Morrison
Google Search Ad · Cebu Marketing / BPO
Created by Call tracking integration (simulated) · Assignment queue
Door Knock / Canvassing · Jake Morrison
Created by Jake Morrison · Jake Morrison
Door Hanger · Boerne Canvassing Team
Created by Dante Villareal · Assignment queue
Website Inspection Request · Website Automation
Created by Website integration (simulated) · Rachel Coleman
Referral · Existing Customer
Created by Marisol Vega · Anthony Reed
Demonstration data only — phone numbers use the 555 range and email addresses use example.com.