Email, phone, and organization are verified.
CRM pipeline
Separate early leads from qualified deals.
There is an email, meeting, reply, or note showing buying intent.
Owner, follow-up, drip, or meeting is defined.
Suspects
Summit AccountingReferral language surfaced from partners@Needs confirmation
Blue Ridge HospitalityMet at operator eventNew
Leads
Oak & Ash Med SpaMonthly plan interest, contact verifiedInterest shown
Juniper RealtyAsked about 18-agent rolloutFit question
Qualified Deals
Crestline Builders$21,400 quote request, June install timingProposal sent
Harbor Legal Group$17,300 annual billing and compliance reviewLegal review