Contacts
Everyone Following up Booked Customers Cold Lost Do not text
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Name Phone Next up Status
Angela Brooks Phone call (555) 016-9921 CustomerCarla Mendes Website form (555) 015-3307 Thu 9:00 AM Follow up on her estimate Following upDana Whitfield Angi (555) 014-2281 Mon 6:00 PM Text a reminder for Tuesday’s visit Booked TueDerek Lane Facebook · Do not text (555) 012-7704 ColdElena Ruiz Website form No phone Sun 6:00 PM Email a reminder for Monday’s visit Booked MonGrace Kim Website form (555) 018-3316 CustomerHector Alvarez Angi · Spanish (555) 014-6650 CustomerKevin O’Brien Referral (555) 010-8834 Following upMarcus Bell Phone call (555) 019-6630 Today 12:30 PM Text when the tech is on the way Booked todayPriya Shah Phone call (555) 011-4097 Fri 10:00 AM The campaign’s second text, if she hasn’t answered Following upRay Donnelly Phone call (555) 018-7745 CustomerTom Kowalski Google Local Services (555) 013-5512 Thu 11:00 AM After the visit, ask for a review Booked Thu
No one here.
All contacts
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Phone (555) 016-9921 Texts OK · agreed said yes on her first call, May 3, 2021 “Yes, Pine Valley Plumbing can text me about my request.”
Email angela.b@example.com Verified
Prefers A call
Language English
About them
Lead status Customer
Came in Phone call
In your list since May 2021
Address 19 Hudson Street
Visits and jobs Sep 2024 Sewer line inspection Done May 2021 Water heater repair Done
Your robot remembersWould rather get a call than a text.
Your fields
Home built 1978 Your team wrote this
Coming up Nothing planned.
Reach them
Phone (555) 015-3307 Texts OK · agreed on your website form, Nov 4, 2026 “Yes, Pine Valley Plumbing can text me about my request.”
Email carla.m@example.com Not verified yet
Prefers Texts
Language English
About them
Lead status Active
Came in Website form
In your list since Nov 4, 2026
Address 15 Grove Street
Your robot On for Carla
Visits and jobs Nothing booked yet.
Your robot remembersWants a written estimate before she decides.
Your fields
Best time Afternoons Your robot wrote this
Coming up Thu 9:00 AM Follow up on her estimate
Reach them
Phone (555) 014-2281 Texts OK · agreed on her Angi request, Nov 4, 2026 “Yes, Pine Valley Plumbing can text me about my request.”
Email dana.w@example.com Verified
Prefers Texts
Language English
About them
Lead status Active
Came in Angi
In your list since Nov 4, 2026
Address 14 Birch Lane
Your robot On for Dana
Visits and jobs Tue 10:00–12:00 Water heater repair Luis · 14 Birch Lane
Your robot remembersAsked for the earliest time we had. The side gate sticks. Knock at the front.
Your fields
Home built 1987 Your robot wrote this
Best time Mornings Your robot wrote this
Coming up Mon 6:00 PM Text a reminder for Tuesday’s visit
Reach them
Phone (555) 012-7704 Do not disturb since Apr 9, 2026. Your robot won’t text or call.
Email No email
Prefers Texts
Language English
About them
Lead status Cold
Came in Facebook lead, last spring
In your list since Apr 2026
Address None yet
Visits and jobs Nothing booked yet.
Your robot remembersGot a price, then went quiet.
Your fields None filled in yet.
Coming up Nothing planned.
Reach them
Phone No phone
Email elena.ruiz@example.com Verified
Prefers Email
Language English
About them
Lead status Active
Came in Website form
In your list since Nov 3, 2026
Address 5 Willow Way
Your robot On for Elena
Visits and jobs Mon 2:00–4:00 Leaky faucet Mike · 5 Willow Way
Your robot remembersThe side door is easiest.
Your fields
How she heard Google Your robot wrote this
Coming up Sun 6:00 PM Email a reminder for Monday’s visit
Reach them
Phone (555) 018-3316 Texts OK · agreed on your website form, Aug 20, 2020 “Yes, Pine Valley Plumbing can text me about my request.”
Email grace.kim@example.com Verified
Prefers Email
Language English
About them
Lead status Customer
Came in Website form
In your list since Aug 2020
Address 63 Oak Ridge Drive
Visits and jobs Feb 2025 Drain cleaning Done Aug 2020 Leaky faucet Done
Your robot remembersNothing yet.
Your fields
Home built 2011 Your robot wrote this
Coming up Nothing planned.
Reach them
Phone (555) 014-6650 Texts OK · agreed when he booked his first visit, Jul 2, 2018 “Yes, Pine Valley Plumbing can text me about my request.”
Email No email
Prefers Texts
Language Spanish
About them
Lead status Customer
Came in Angi
In your list since Jul 2018
Address 7 Mill Street
Visits and jobs Jul 2018 Water damage repair Done
Your robot remembersWrites in Spanish. Answer him in Spanish.
Your fields None filled in yet.
Coming up Nothing planned.
Reach them
Phone (555) 010-8834 Texts OK · agreed on his referral, Nov 4, 2026 “Yes, Pine Valley Plumbing can text me about my request.”
Email No email
Prefers Texts
Language English
About them
Lead status Active
Came in Referral · Summit Roofing
In your list since Nov 4, 2026
Address 8 Ridge Road
Your robot On for Kevin
Visits and jobs Nothing booked yet.
Your fields None filled in yet.
Coming up Nothing planned.
Reach them
Phone (555) 019-6630 Texts OK · agreed said yes on the call, Nov 4, 2026 “Yes, Pine Valley Plumbing can text me about my request.”
Email No email
Prefers A call
Language English
About them
Lead status Active
Came in Phone call
In your list since Nov 4, 2026
Address 102 Lake Street
Your robot On for Marcus
Visits and jobs Today 1:00–3:00 Sump pump, possible flooding Mike · 102 Lake Street
Your robot remembersCalled in an emergency. Wants a call when the tech is on the way.
Your fields
Gate code 4412 Your team wrote this
Coming up Today 12:30 PM Text when the tech is on the way
Reach them
Phone (555) 011-4097 Texts OK · agreed when she booked her first visit, Jun 12, 2022 “Yes, Pine Valley Plumbing can text me about my request.”
Email No email
Prefers Texts
Language English
About them
Lead status Active
Came in Phone call
In your list since Jun 2022
Address 27 Cedar Court
Your robot On for Priya
Visits and jobs Jun 2022 Sewer line inspection Done
Your robot remembersLast visit was June 2022.
Your fields
Home built 2003 Your robot wrote this
Coming up Fri 10:00 AM The campaign’s second text, if she hasn’t answered
Reach them
Phone (555) 018-7745 Texts OK · agreed when he booked his first visit, Mar 14, 2019 “Yes, Pine Valley Plumbing can text me about my request.”
Email No email
Prefers Texts
Language English
About them
Lead status Customer
Came in Phone call
In your list since Mar 2019
Address 40 Summit Avenue
Your robot Off for Ray. You answer.
Visits and jobs Mon Sewer line inspection Done 2023 Water heater repair Done
Your robot remembersHis wife is Linda. Asks for Mike.
Your fields
Home built 1962 Your team wrote this
Coming up Nothing planned.
Reach them
Phone (555) 013-5512 Texts OK · agreed on his Google request, Nov 3, 2026 “Yes, Pine Valley Plumbing can text me about my request.”
Email tom.kowalski@example.com Verified
Prefers Texts
Language English
About them
Lead status Active
Came in Google Local Services
In your list since Nov 3, 2026
Address 22 Orchard Street
Your robot On for Tom
Visits and jobs Thu 8:00–10:00 Drain cleaning Luis · 22 Orchard Street
Your robot remembersAsked the price before booking. Told him the visit fee.
Your fields None filled in yet.
Coming up Thu 11:00 AM After the visit, ask for a review
About them
Lead status Not yet
In your list since Your robot hasn’t talked with them yet.