L
DeMac Leads
Connectingβ¦
π Log a call
π€ Salespeople
β Open public form
Log a call
Capture the essentials fast β you can fill the rest later.
Customer name
Phone
Email
Town / address
Job type
β pick β
Driveway
Patio
Pool Deck
Walkway / Sidewalk
Steps
Stamped
Block / Masonry
Sealing
Other / Not sure
Approx. sq ft
Timeline
β
As soon as possible
Within 1 month
1β3 months
3β6 months
Just exploring
Status
New
Contacted
Site Visit
Quoted
Won
Lost
What they're looking for
Assignment
Assigned salesman
Salesman email
Internal
Who took the call
Notes
QuickBooks
β Push to QuickBooks
Cancel
Save
β
β
β
π Call
βοΈ Email
βοΈ Edit
Contact
Phone
β
Email
β
Address
β
Job
Type
β
Approx. size
β
Timeline
β
Assignment
Salesman
β
Taken by
β
Site visit checklist
Photos
QuickBooks
π Schedule this job
Notes
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Salespeople
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