New Leads
24+18%Surveys Scheduled
12This monthQuotes In Progress
18Needs actionProposals Sent
7This monthAccepted Quotes
5+25%| Name | Source | Service | Status | Follow Up |
|---|---|---|---|---|
| James Anderson | Website | Solar + Battery | New | 20 May |
| Emma Thompson | Referral | Solar Only | Contacted | 21 May |
| Robert Miller | Google Ads | Battery Retrofit | Qualified | 22 May |
Revenue Overview
Total quoted value£48,750
Upcoming Tasks
1
Follow up: James Anderson
20 May, 10:00 AM
2
Survey: 12 Oak Avenue
20 May, 2:00 PM
3
Approve Emma Thompson quote
21 May, 11:00 AM
Quote Status Overview
Draft6
Technical review4
Awaiting approval3
Approved2
Sent3