Live product  ·  NewTech Prospector — field CRM for utility-rebate sales | Design & build by Michael Carlucci | ← All work
Good morning, Demo
Tuesday, August 25
NEEDS YOUR ATTENTION
Follow-ups due today2
Ready to request a quote1
New properties to verify1
Suggestions — good next calls3
PROPERTIES BY UTILITY
12
PSE
5
Seattle CL
3
SnoPUD
20 PROPERTIES
Everett (5)
Cedar Ridge Apartments
Visited
48 unitsPacific Crest Management
PSE
Salish Commons
Not contacted
40 unitsSoundview Property Group
SnoPUD
Bremerton (4)
Harborview Terrace
Contacted
36 unitsPacific Crest Management
PSE
Madrona Point Flats
Proposed
52 unitsSoundview Property Group
PSEUnverified — field intake
Cedar Ridge Apartments
Everett · 48 units · Pacific Crest Management
PSEVisited
CONTACTS+ Add
DW
Office Gatekeeper
Dana Whitfield
Property Manager
☎️ ✉️
PROPERTY DETAILS✎ Edit
Address4128 Cedar Ridge Way, Everett 98201
CustomerPacific Crest Management
Office phone☎ (206) 555-0142
UtilityPSE
Units48
Status ✓ Contacted ✓ Visited Proposed Signed Installed
ACTIVITY
Visit · Dana WhitfieldAug 12
Walked the property with Dana. Electric baseboard throughout — strong thermostat fit. She'll raise it with the owner.
Cedar Ridge Apartments
WHAT HAPPENED?
WHO DID YOU REACH?
NOTE
NEXT ACTION
Assigned to you (1)
Call · Cedar Ridge Apartments
from Michael
"Ask for Dana — confirm the walkthrough window."
Due today
Follow-ups due (2)
Harborview Terrace
PSE
Was due Aug 22
Madrona Point Flats
PSE
Due today
New properties to verify (1)
Alder Flats
Unverified
Added in the field — confirm details
Suggested next (3)
Salish Commons
PSE · No contact yet · 2.1 mi
Maple Court Condos
PSE · High priority · 4.7 mi