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Project / Deal
Company / Client Name
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Lead Source
Account Manager
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Adonis Bell
Alfredo Rodriguez
Alyssa Burke
Amy Venegas
Andrew Dotson
Andrew Gomez
Andrew Grimm
Arturo Estrada
Austin Lin
Bradley Crouse
Brayan Mayorquin
Brian Dallas-Orr
Brody O'Neill
Carl Price
Carlos Navarro
Claire Kemsley
Corey Armstrong
Darlene Taffolla
David Leos
Devin skiver
Dominick Winters
Doug Jordan
Eduardo Guelman
Elijah Siemering
Eric Libert
Francisco Valencia
Jairo Madrigal
Jarod Enos
Jason Unmacht
Jocko Bryant
Joe Mashek
Jonah Villa
Jorge Zazueta
Julie Gould
Kahanu Cagulada
Kat Kennedy
Kat Morales
Lais Lacerda
Leah Killian
Leonel Gomez
Leticia Cruz
Mariano Aztiria
Mason Medina
Mateo Gazzo
Mike Luna
Monse Oliva
N/A (Residential deal)
Natalie Matlock
Nate Perkins
Nathan Duran
Patty Rodriguez
Paul Vicario
Ricardo Guzman
Scott Smith
Sean Duffy
Sean Salinas
Stephen Armas
Steven Cowey
Tim Jackson
Tony Rodriguez
Tyler Johnson
Victor Blanco
Will Wilberforce
Yaniv Guelman
Zack Tannler
Person Who Sent the Lead (Name)
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Preferred Contact Method
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iMessage
Email
SMS
RingCentral
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Job Walk
Is a Job Walk Needed?
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Who Schedules It?
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Estimator schedules
Coordinator needs to schedule
Site Address
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Unit / Apt / Suite
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Contacts
JW POC Name
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JW POC Phone or Email
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Homeowner Name
Homeowner Phone
Homeowner Email
POC for Site Access - Name
POC for Site Access - Phone
POC for Clarifications - Name
POC for Clarifications - Title
POC for Clarifications - Phone/Email
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Testing Report
Assigned Testing Company
Survey Status
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Initial Testing Company
Survey / Testing Report Upload
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Commercial
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