New Customer

Name and phone number are required

Account Type
Contact Info
Current Carrier & Bill
⚠️ Is this a pre-existing Verizon customer?
🚫 Cannot Collect This Information
Under CPNI (Customer Proprietary Network Information) regulations, you are prohibited from collecting or storing account data for existing Verizon customers.

Please inform the customer that you are unable to assist with their current Verizon account and direct them to 1-800-VERIZON or verizon.com for account support.
$
Wireless Lines
iPhone✓
Total iPhones
0
Android✓
SAMSUNG
0
Pixel
0
📦 Other
0
Total Android: 0
Total Lines: 0
Home Internet
Discount Eligibility

Does this customer qualify for a Verizon discount? Select all that apply.

Assign & Notes
Where Should We Send the Quote?
Buying Intent

How interested is this customer in switching to Verizon?

🔄 Lead Pool

Stale and unassigned leads available for redistribution

⚙️ Stale Lead Settings
days

Stale leads appear in the pool below and can be reassigned to any rep with one tap.

🗺️ Leads by Territory & Rep
📊 Rep Activity Ranking

Ranked by leads contacted in the last 7 days

🔄 Available for Reassignment 0

Leads with no contact beyond your stale threshold. Tap a rep name to reassign instantly.

Good morning
0
Follow-ups Due
due today
📅
0
Overdue
missed follow-ups
⚠️
0
Hot Leads
not contacted today
🔥
0
Appointments Today
scheduled
✅
0
Total Leads
0
Prospected
0
Quoted
0
Scheduled
0
Closed (7d)
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📅 Upcoming Appointments
No upcoming appointments
✅ To-Do
📊 Funnel Performance
🚧 Stuck Deals
💰 Revenue Opportunities
📱 Lead Mix

All Leads

No leads yet — use Quick Intake ⚡

📋 Pipeline

Sales Command Center

Click a stage to filter · click again to clear
Time:
Type:
0
Total Leads
—
Avg Value
0
Follow-ups Today
0
Overdue
✅ To-Do

🔔 Follow-Up Tracker

Days since last contact · add transaction notes per customer

Color key: 7+ days — needs contact 3–6 days — follow up soon 0–2 days — recently contacted
No leads to follow up with yet.

📝 Activity Log

Full audit trail of all actions across the CRM

No activity yet.

🗃️ Lead Bank

Archived leads — restore to pipeline or permanently delete

0
Archived
0
This Week
0
Restored
No archived leads yet.

👥 Rep Performance

Individual stats and leaderboard across all reps

Leaderboard
Rep Breakdown

⚙️ Admin Panel

Manage reps, reassign leads, export data, change passwords

Rep Accounts 0
Add New Rep
Data Export

Download lead data as CSV.

Change Your Password
Google Calendar Integration

When enabled, saving an appointment automatically pushes it to your Google Calendar.

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📞0
✅0
📧0
📱0
🎯0
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AI Context
—
Notes
Touch History

    Add Suspect

    Import Suspects