Flo
by Marvel Sewer & Drain
Proposal Management
Install Coordinator
Installer
Admin
Video Test
New Job
Mirrors the Monday intake form.
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Contact
Name *
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Phone
Email
Address
Contact preference
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Phone
Text
Email
Assigned rep
Board group
New Opportunities
Working On - Billy
Working On - Isaiah
Working On - Nick
Working on - Genea
Working On - Dan
Working On - Ryan
Working On - Trevor
Warm
Cold Leads
Lead details
Source
Priority (0-5)
Follow-up date
Buy / Sell
—
Buy
Sell
Neither
Realtor
Own
RE
Client info (if different)
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Client phone
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Notes & media
Info / notes
Video link
Files (one URL per line)
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