Activities

FOLLOW_UPMay 1, 2026

Follow up — from call (Send Dealer Form)

FOLLOW_UPMay 1, 2026

Follow up — from call (Send Dealer Form)

FOLLOW_UPMay 1, 2026

Follow up — from call (Send Dealer Form)

Luis Tama

FOLLOW_UPMay 1, 2026

Follow up — from call (Send Dealer Form)

Luis Andrade

FOLLOW_UPMay 1, 2026

Follow up — from call (Send Dealer Form)

FOLLOW_UPMay 1, 2026

Follow up: form attached

FOLLOW_UPMay 3, 2026

Follow up: Quote for smart film

FOLLOW_UPMay 3, 2026

Follow up: Your Uprise Shades Dealer Application & Smart Film Demo

FOLLOW_UPMay 3, 2026

Follow up: Dealer Application

FOLLOW_UPMay 3, 2026

Follow up: Your Uprise Shades Dealer Application & Smart Film Demo

FOLLOW_UPMay 4, 2026

Follow up: Your Uprise Shades Dealer Application & Smart Film Demo

FOLLOW_UPMay 4, 2026

Follow up: Window sizes for smart film

FOLLOW_UPMay 11, 2026

Follow up: Quote Status

FOLLOW_UPMay 11, 2026

Follow up: test email

FOLLOW_UPMay 11, 2026

Follow up: hello from Clignite

FOLLOW_UPMay 11, 2026

Follow up: another email

FOLLOW_UPMay 11, 2026

Follow up: tis s test

FOLLOW_UPMay 12, 2026

Follow up: Blackout tint-

FOLLOW_UPMay 14, 2026

Follow up — from call (Send Dealer Form)

FOLLOW_UPMay 17, 2026

Follow up: Checking in

FOLLOW_UPMay 18, 2026

Follow up — from call (Send Dealer Form)

Eric Binds

FOLLOW_UPMay 23, 2026

Follow up: Your Uprise Shades Dealer Application & Smart Film Demo

Eric Binds

FOLLOW_UPMay 24, 2026

Follow up: Your Uprise Shades Dealer Application & Smart Film Demo

FOLLOW_UPMay 25, 2026

Review request sent — Email

Ravi Challar

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

Karen Kavic

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

Karen Kavic

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

Saab

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Invoice paid in Xero — $10568.62

Karen Kavic

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Review request sent — Email

NOTE

Paid customer (Xero) — 1 invoice · $8000.00

NOTE

Paid customer (Xero) — 1 invoice · $1700.00

NOTE

Paid customer (Xero) — 1 invoice · $10448.12

Saab

NOTE

Paid customer (Xero) — 1 invoice · $5735.00

NOTE

Paid customer (Xero) — 1 invoice · $735.09

NOTE

Paid customer (Xero) — 1 invoice · $2370.70

NOTE

Paid customer (Xero) — 1 invoice · $1704.53

Dogtopia-Moon Township

NOTE

Paid customer (Xero) — 2 invoices · $4418.25

NOTE

Paid customer (Xero) — 1 invoice · $2726.36

NOTE

Paid customer (Xero) — 2 invoices · $6137.64

Ravi Challar

NOTE

Paid customer (Xero) — 1 invoice · $2837.64

NOTE

Paid customer (Xero) — 1 invoice · $3518.17

Deerfield Estates by Maronda Homes

NOTE

Paid customer (Xero) — 1 invoice · $1797.60

Luke Mawhinney

NOTE

Form submitted: Free Consultation Request

Dawn Lane

NOTE

Phone call — 50s

kohser homes

CALL

Phone call — 2m 8s

CALL

Pipeline auto-advanced: NEW → CONTACTED

Heurich Homes

NOTE

Phone call — 51s

Heurich Homes

CALL

Phone call — 1m 1s

Evergreen General Contracting LLC

CALL

Phone call — 33s

Pittsburgh's Best Remodeling - Wexford

CALL

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Phone call — 12s

Yanni Yamin

CALL

Phone call — 1m 49s

Eric Binds

CALL

Phone call — 42s

Nathan Putzier

CALL

Phone call — 1m 15s

Alex Shields

CALL

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Following up from IWCE 2026 / Uprise Dealer Application

Form submitted: Free Consultation Request

hhsh yuhhh

NOTE

Form submitted: Free Consultation Request

hector test

NOTE

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

🔗 Email link clicked: Following up from IWCE 2026 / Uprise Dealer Application

📬 Re-opened: Following up from IWCE 2026 / Uprise Dealer Application

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Re-opened: Checking in

📬 Email opened: Checking in

📬 Re-opened: Quote for smart film

Phone call — 1m 19s

CALL

Phone call — 45s

CALL

Phone call — 44s

Eiden Aril

CALL

Phone call — 50s

Eiden Aril

CALL

Phone call — 39s

Bellagio Window Fashions

CALL

Phone call — 49s

CALL

Phone call — 59s

CALL

Pipeline auto-advanced: QUALIFIED → PROPOSAL

NOTE

Pipeline auto-advanced: QUALIFIED → PROPOSAL

NOTE

Phone call — 3m 11s

CALL

Phone call — 16s

CALL

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Following up from IWCE 2026 / Uprise Dealer Application

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Window sizes for smart film

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Following up from IWCE 2026 / Uprise Dealer Application

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

Mike Van Axen

📬 Email opened: Following up from IWCE 2026 / Uprise Dealer Application

River City Windows

📬 Email opened: Following up from IWCE 2026 / Uprise Dealer Application

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

🔗 Email link clicked: Following up from IWCE 2026 / Uprise Dealer Application

📬 Email opened: Following up from IWCE 2026 / Uprise Dealer Application

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Following up from IWCE 2026 / Uprise Dealer Application

📬 Re-opened: Following up from IWCE 2026 / Uprise Dealer Application

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Following up from IWCE 2026 / Uprise Dealer Application

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Rosa McNeil

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Luis Andrade

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Mike Van Axen

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Nathan Booth

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Phone call — 27s

CALL

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Blackout tint-

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

📬 Re-opened: Window sizes for smart film

Phone call — 1m 3s

Wes-Amiee Muller

CALL

📬 Re-opened: Blackout tint-

📬 Re-opened: Blackout tint-

📬 Re-opened: Blackout tint-

📬 Email opened: Blackout tint-

Phone call — 6s

hshsh hshh

CALL

📬 Re-opened: Window sizes for smart film

📬 Re-opened: tis s test

📬 Email opened: tis s test

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: hello from Clignite

📬 Re-opened: hello from Clignite

📬 Re-opened: another email

📬 Re-opened: hello from Clignite

📬 Re-opened: hello from Clignite

📬 Re-opened: another email

📬 Email opened: another email

📬 Email opened: hello from Clignite

📬 Re-opened: Quote for smart film

Form submitted: Uprise Dealer Form

NOTE

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Quote Status

📬 Email opened: Window sizes for smart film

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

Form submitted: Uprise Dealer Form

NOTE

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Quote for smart film

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Quote for smart film

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Mary Rosenfield

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

Chuck integrity Shutters

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

Rosa McNeil

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Rosa McNeil

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Nathan Booth

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Chuck integrity Shutters

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Mike Van Axen

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Dealer Application

📬 Re-opened: Dealer Application

📬 Re-opened: Quote for smart film

🔗 Email link clicked: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

Pipeline auto-advanced: NEW → CONTACTED

NOTE

📬 Re-opened: Dealer Application

📬 Re-opened: Dealer Application

📬 Re-opened: Dealer Application

🔗 Email link clicked: Dealer Application

🔗 Email link clicked: Dealer Application

🔗 Email link clicked: Dealer Application

🔗 Email link clicked: Dealer Application

🔗 Email link clicked: Dealer Application

📬 Email opened: Dealer Application

📬 Email opened: Your Uprise Shades Dealer Application & Smart Film Demo

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Re-opened: Quote for smart film

📬 Email opened: Quote for smart film

Pipeline auto-advanced: QUALIFIED → PROPOSAL

NOTE

Phone call — 38s

CALL

Phone call — 11s

CALL

Phone call — 30s

CALL

Phone call — 19s

CALL

🔗 Email link clicked: form attached

🔗 Email link clicked: form attached

🔗 Email link clicked: form attached

📬 Re-opened: form attached

📬 Re-opened: form attached

🔗 Email link clicked: form attached

🔗 Email link clicked: form attached

📬 Re-opened: form attached

📬 Email opened: form attached

Phone call — 1m 27s

Mark Lawemorris-VENDOR-consulting

CALL

Pipeline auto-advanced: NEW → CONTACTED

NOTE

Phone call — 1m 12s

Mark Lawemorris-VENDOR-consulting

CALL

Pipeline auto-advanced: NEW → CONTACTED

Rena Gilbert

NOTE

Phone call — 5m 23s

Rena Gilbert

CALL

Pipeline auto-advanced: NEW → CONTACTED

NOTE

Phone call — 3m 36s

CALL

Phone call — 35s

CALL

Phone call — 1m 11s

Luis Andrade

CALL

Phone call — 3m 2s

Luis Tama

CALL

Phone call — 1m 3s

CALL

Phone call — 1m 29s

CALL

Phone call — 36s

Chad Nicholas

CALL

Phone call — 40s

Bo Brosenana

CALL

Pipeline auto-advanced: NEW → QUALIFIED

Sidney Sponseller

NOTE

Phone call — 4m 49s

Sidney Sponseller

CALL

Phone call — 1m 24s

Danny Shulman

CALL

Phone call — 31s

Danny Shulman

CALL

Phone call — 6m 3s

CALL

Phone call — 1m 22s

William Marks

CALL

Phone call — 39s

William Marks

CALL

Phone call — 9m 40s

CALL

Phone call — 1m 6s

CALL

Phone call — 1m 1s

CALL

Phone call — 1m 3s

CALL

Phone call — 51s

CALL

Phone call — 1m 11s

CALL

Phone call — 21s

CALL

Phone call — 57s

CALL

Phone call — 1m 6s

CALL

Phone call — 35s

CALL

Phone call — 48s