‹
Holmes Carpentry
What was it?
📍 Visit
📞 Call
🎯 Cold call
How did it go?
— tap to log
Good chat — no order today
Order placed
Quote needed
Not on site
Dropped samples
Price discussion
Spoke — order coming
Spoke — no requirement
Left voicemail
Quote needed
Booked a visit
Account query sorted
Spoke — interested
Spoke — send info
Booked a visit
Gatekeeper — call back
No answer
Not interested
Spoke with
Kerri Oakley — Owner / Carpenter
Blake Kemp — Project Manager
Someone else
Note
(optional — tap the 🎤 on your keyboard to dictate)
Today
Accounts
Board
Targets